PCM
LRFC

Prelude Capital Management’s Logan Ridge Finance Corp LRFC Stock Holding History

Prelude Capital Management’s Portfolio LRFC Stock Details LRFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-67
Closed -$1K – 2139
2020
Q2 		$1K Buy
+67
New +$1.21K ﹤0.01% 1878

Other funds holding LRFC

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return

Prelude Capital Management's LRFC Position: Q4 2022 in Review

Prelude Capital Management sold out of Logan Ridge Finance Corp (LRFC) in Q4 2022, closing a stake of 13,092 shares — an estimated $235K sold.

Prelude Capital Management first reported a position in LRFC in Q2 2015 and held it in 8 quarters. The position peaked at $410K in Q4 2021. 16 funds tracked by Wall St. Rank hold LRFC as of Q4 2022.

  • Prelude Capital Management reported no remaining Logan Ridge Finance Corp position as of Q4 2022 after selling out during the quarter.
  • Prelude Capital Management sold 13,092 Logan Ridge Finance Corp shares in Q4 2022, an estimated $235K.
  • Prelude Capital Management first reported a position in Logan Ridge Finance Corp in Q2 2015 and held it in 8 quarters.
  • Prelude Capital Management's Logan Ridge Finance Corp position peaked at $410K in Q4 2021.
  • 16 funds tracked by Wall St. Rank held Logan Ridge Finance Corp as of Q4 2022.

Based on Prelude Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.