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Richards, Merrill & Peterson’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Richards, Merrill & Peterson’s Portfolio NCDL Stock Details NCDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-500
Closed -$8.49K – 373
2025
Q1 		$8.49K Hold
500
– – ﹤0.01% 409
2024
Q4 		$8.39K Buy
+500
New +$8.57K ﹤0.01% 397

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CCM
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OWA
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Richards, Merrill & Peterson's NCDL Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Nuveen Churchill Direct Lending (NCDL) in Q2 2025, closing a stake of 500 shares — an estimated $8.49K sold.

Richards, Merrill & Peterson first reported a position in NCDL in Q4 2024 and held it in 2 quarters. The position peaked at $8.49K in Q1 2025. 72 funds tracked by Wall St. Rank hold NCDL as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Nuveen Churchill Direct Lending position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 500 Nuveen Churchill Direct Lending shares in Q2 2025, an estimated $8.49K.
  • Richards, Merrill & Peterson first reported a position in Nuveen Churchill Direct Lending in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Nuveen Churchill Direct Lending position peaked at $8.49K in Q1 2025.
  • 72 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.