&Partners’s Saratoga Investment SAR Stock Holding History

&Partners’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
2019 Q3	–	Sell	-9,130	Closed	-$225K	–	166
2019 Q2	$225K	Buy	+9,130	New	+$223K	0.31%	112

Other funds holding SAR

BDCM

Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VEA

Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

&Partners's SAR Position: Q3 2019 in Review

&Partners sold out of Saratoga Investment (SAR) in Q3 2019, closing a stake of 9,130 shares — an estimated $225K sold.

&Partners first reported a position in SAR in Q2 2019 and held it in 1 quarter. The position peaked at $225K in Q2 2019. 42 funds tracked by Wall St. Rank hold SAR as of Q3 2019.

&Partners reported no remaining Saratoga Investment position as of Q3 2019 after selling out during the quarter.
&Partners sold 9,130 Saratoga Investment shares in Q3 2019, an estimated $225K.
&Partners first reported a position in Saratoga Investment in Q2 2019 and held it in 1 quarter.
&Partners's Saratoga Investment position peaked at $225K in Q2 2019.
42 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2019.

Based on &Partners's 13F filing for Q3 2019, filed 4 Oct 2019.