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Paloma Partners’s New Mountain Finance NMFC Stock Holding History

Paloma Partners’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-29,319
Closed -$351K – 827
2024
Q3 		$351K Buy
+29,319
New +$358K 0.01% 746
2021
Q2 		– Sell
-18,201
Closed -$226K – 2106
2021
Q1 		$226K Buy
+18,201
New +$222K ﹤0.01% 1682
2020
Q1 		– Sell
-12,068
Closed -$166K – 1798
2019
Q4 		$166K Buy
+12,068
New +$163K ﹤0.01% 2002
2014
Q3 		– Sell
-206,262
Closed -$3.06M – 1210
2014
Q2 		$3.06M Buy
+206,262
New +$2.96M 0.13% 165

Other funds holding NMFC

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

Paloma Partners's NMFC Position: Q4 2024 in Review

Paloma Partners sold out of New Mountain Finance (NMFC) in Q4 2024, closing a stake of 29,319 shares — an estimated $351K sold.

Paloma Partners first reported a position in NMFC in Q2 2014 and held it in 4 quarters. The position peaked at $3.06M in Q2 2014. 169 funds tracked by Wall St. Rank hold NMFC as of Q4 2024.

  • Paloma Partners reported no remaining New Mountain Finance position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 29,319 New Mountain Finance shares in Q4 2024, an estimated $351K.
  • Paloma Partners first reported a position in New Mountain Finance in Q2 2014 and held it in 4 quarters.
  • Paloma Partners's New Mountain Finance position peaked at $3.06M in Q2 2014.
  • 169 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.