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Sage Mountain Advisors’s Main Street Capital MAIN Stock Holding History

Sage Mountain Advisors’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,545
Closed -$357K – 430
2024
Q1 		$357K Buy
+7,545
New +$341K 0.04% 212

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Sage Mountain Advisors's MAIN Position: Q2 2024 in Review

Sage Mountain Advisors sold out of Main Street Capital (MAIN) in Q2 2024, closing a stake of 7,545 shares — an estimated $357K sold.

Sage Mountain Advisors first reported a position in MAIN in Q1 2024 and held it in 1 quarter. The position peaked at $357K in Q1 2024. 339 funds tracked by Wall St. Rank hold MAIN as of Q2 2024.

  • Sage Mountain Advisors reported no remaining Main Street Capital position as of Q2 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 7,545 Main Street Capital shares in Q2 2024, an estimated $357K.
  • Sage Mountain Advisors first reported a position in Main Street Capital in Q1 2024 and held it in 1 quarter.
  • Sage Mountain Advisors's Main Street Capital position peaked at $357K in Q1 2024.
  • 339 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2024.

Based on Sage Mountain Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.