Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Saratoga Investment SAR Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-526
Closed -$12.2K – 3782
2024
Q1 		$12.2K Buy
+526
New +$12.4K ﹤0.01% 2564
2022
Q3 		– Sell
-361
Closed -$9K – 3354
2022
Q2 		$9K Buy
+361
New +$9.35K ﹤0.01% 2561

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PAG
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HWAM
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AAM
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management's SAR Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of Saratoga Investment (SAR) in Q2 2024, closing a stake of 526 shares — an estimated $12.2K sold.

Northwestern Mutual Wealth Management first reported a position in SAR in Q2 2022 and held it in 2 quarters. The position peaked at $12.2K in Q1 2024. 58 funds tracked by Wall St. Rank hold SAR as of Q2 2024.

  • Northwestern Mutual Wealth Management reported no remaining Saratoga Investment position as of Q2 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 526 Saratoga Investment shares in Q2 2024, an estimated $12.2K.
  • Northwestern Mutual Wealth Management first reported a position in Saratoga Investment in Q2 2022 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Saratoga Investment position peaked at $12.2K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.