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SageView Advisory Group’s New Mountain Finance NMFC Stock Holding History

SageView Advisory Group’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
2024
Q4 		– Sell
-16,946
Closed -$203K – 600
2024
Q3 		$203K Sell
16,946
-776
-4% -$9.47K 0.01% 493
2024
Q2 		$217K Buy
17,722
+15,010
+553% +$188K 0.01% 517
2024
Q1 		$1.65M Sell
2,712
-16,209
-86% -$206K 0.08% 135
2023
Q4 		$246K Hold
18,921
– – 0.01% 568
2023
Q3 		$245K Hold
18,921
– – 0.01% 467
2023
Q2 		$235K Hold
18,921
– – 0.01% 499
2023
Q1 		$230K Buy
18,921
+1,975
+12% +$24.9K 0.01% 433
2022
Q4 		$210K Buy
+16,946
New +$209K 0.02% 391

Other funds holding NMFC

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Allspring Global Investments
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

SageView Advisory Group's NMFC Position: Q4 2024 in Review

SageView Advisory Group sold out of New Mountain Finance (NMFC) in Q4 2024, closing a stake of 16,946 shares — an estimated $203K sold.

SageView Advisory Group first reported a position in NMFC in Q4 2022 and held it in 8 quarters. The position peaked at $1.65M in Q1 2024. 169 funds tracked by Wall St. Rank hold NMFC as of Q4 2024.

  • SageView Advisory Group reported no remaining New Mountain Finance position as of Q4 2024 after selling out during the quarter.
  • SageView Advisory Group sold 16,946 New Mountain Finance shares in Q4 2024, an estimated $203K.
  • SageView Advisory Group first reported a position in New Mountain Finance in Q4 2022 and held it in 8 quarters.
  • SageView Advisory Group's New Mountain Finance position peaked at $1.65M in Q1 2024.
  • 169 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2024.

Based on SageView Advisory Group's 13F filing for Q4 2024, filed 13 Feb 2025.