PPP
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Private Portfolio Partners’s Saratoga Investment SAR Stock Holding History

Private Portfolio 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
-11,485
Closed -$284K – 223
2019
Q2 		$284K Sell
11,485
-2,486
-18% -$60.8K 0.12% 171
2019
Q1 		$311K Buy
+13,971
New +$316K 0.16% 141

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LTFS
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Millennium Management
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VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Private Portfolio Partners's SAR Position: Q3 2019 in Review

Private Portfolio Partners sold out of Saratoga Investment (SAR) in Q3 2019, closing a stake of 11,485 shares — an estimated $284K sold.

Private Portfolio Partners first reported a position in SAR in Q1 2019 and held it in 2 quarters. The position peaked at $311K in Q1 2019. 42 funds tracked by Wall St. Rank hold SAR as of Q3 2019.

  • Private Portfolio Partners reported no remaining Saratoga Investment position as of Q3 2019 after selling out during the quarter.
  • Private Portfolio Partners sold 11,485 Saratoga Investment shares in Q3 2019, an estimated $284K.
  • Private Portfolio Partners first reported a position in Saratoga Investment in Q1 2019 and held it in 2 quarters.
  • Private Portfolio Partners's Saratoga Investment position peaked at $311K in Q1 2019.
  • 42 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2019.

Based on Private Portfolio Partners's 13F filing for Q3 2019, filed 13 Nov 2019.