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Salem Investment Counselors’s New Mountain Finance NMFC Stock Holding History

Salem Investment Counselors’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
Q4 		– Sell
-2,000
Closed -$23K – 1130
2022
Q3 		$23K Buy
+2,000
New +$25.5K ﹤0.01% 616

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HighTower Advisors
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LSV Asset Management
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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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Salem Investment Counselors's NMFC Position: Q4 2022 in Review

Salem Investment Counselors sold out of New Mountain Finance (NMFC) in Q4 2022, closing a stake of 2,000 shares — an estimated $23K sold.

Salem Investment Counselors first reported a position in NMFC in Q3 2022 and held it in 1 quarter. The position peaked at $23K in Q3 2022. 159 funds tracked by Wall St. Rank hold NMFC as of Q4 2022.

  • Salem Investment Counselors reported no remaining New Mountain Finance position as of Q4 2022 after selling out during the quarter.
  • Salem Investment Counselors sold 2,000 New Mountain Finance shares in Q4 2022, an estimated $23K.
  • Salem Investment Counselors first reported a position in New Mountain Finance in Q3 2022 and held it in 1 quarter.
  • Salem Investment Counselors's New Mountain Finance position peaked at $23K in Q3 2022.
  • 159 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2022.

Based on Salem Investment Counselors's 13F filing for Q4 2022, filed 15 Feb 2023.