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PSI Advisors’s New Mountain Finance NMFC Stock Holding History

PSI Advisors’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
2022
Q3 		– Sell
-350
Closed -$4K – 811
2022
Q2 		$4K Hold
350
– – ﹤0.01% 601
2022
Q1 		$5K Hold
350
– – ﹤0.01% 555
2021
Q4 		$5K Hold
350
– – ﹤0.01% 594
2021
Q3 		$5K Buy
+350
New +$4.68K ﹤0.01% 580

Other funds holding NMFC

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PSI Advisors's NMFC Position: Q3 2022 in Review

PSI Advisors sold out of New Mountain Finance (NMFC) in Q3 2022, closing a stake of 350 shares — an estimated $4K sold.

PSI Advisors first reported a position in NMFC in Q3 2021 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 148 funds tracked by Wall St. Rank hold NMFC as of Q3 2022.

  • PSI Advisors reported no remaining New Mountain Finance position as of Q3 2022 after selling out during the quarter.
  • PSI Advisors sold 350 New Mountain Finance shares in Q3 2022, an estimated $4K.
  • PSI Advisors first reported a position in New Mountain Finance in Q3 2021 and held it in 4 quarters.
  • PSI Advisors's New Mountain Finance position peaked at $5K in Q1 2022.
  • 148 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2022.

Based on PSI Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.