Private Capital Group’s Saratoga Investment SAR Stock Holding History

Private Capital Group’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
2020 Q3	–	Sell	-150	Closed	-$2K	–	2093
2020 Q2	$2K	Hold	150	–	–	﹤0.01%	1723
2020 Q1	$2K	Hold	150	–	–	﹤0.01%	1703
2019 Q4	$3K	Hold	150	–	–	﹤0.01%	1634
2019 Q3	$4K	Buy	+150	New	+$3.71K	﹤0.01%	1741

Other funds holding SAR

BDCM

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

CCM

Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

RCM

Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Private Capital Group's SAR Position: Q3 2020 in Review

Private Capital Group sold out of Saratoga Investment (SAR) in Q3 2020, closing a stake of 150 shares — an estimated $2K sold.

Private Capital Group first reported a position in SAR in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q3 2019. 41 funds tracked by Wall St. Rank hold SAR as of Q3 2020.

Private Capital Group reported no remaining Saratoga Investment position as of Q3 2020 after selling out during the quarter.
Private Capital Group sold 150 Saratoga Investment shares in Q3 2020, an estimated $2K.
Private Capital Group first reported a position in Saratoga Investment in Q3 2019 and held it in 4 quarters.
Private Capital Group's Saratoga Investment position peaked at $4K in Q3 2019.
41 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2020.

Based on Private Capital Group's 13F filing for Q3 2020, filed 12 Nov 2020.