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Sandy Spring Bank’s New Mountain Finance NMFC Stock Holding History

Sandy Spring Bank’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
-75
Closed -$899 – 1267
2024
Q3 		$899 Buy
+75
New +$916 ﹤0.01% 1095
2023
Q1 		– Sell
-128
Closed -$1.58K – 1197
2022
Q4 		$1.58K Buy
128
+4
+3% +$49 ﹤0.01% 1040
2022
Q3 		$1K Buy
124
+3
+2% +$38 ﹤0.01% 1099
2022
Q2 		$1K Buy
121
+3
+3% +$39 ﹤0.01% 1099
2022
Q1 		$2K Buy
118
+2
+2% +$27 ﹤0.01% 1064
2021
Q4 		$2K Buy
116
+3
+3% +$41 ﹤0.01% 1140
2021
Q3 		$2K Buy
113
+2
+2% +$27 ﹤0.01% 1068
2021
Q2 		$1K Buy
111
+3
+3% +$39 ﹤0.01% 1114
2021
Q1 		$1K Buy
108
+2
+2% +$24 ﹤0.01% 975
2020
Q4 		$1K Buy
106
+3
+3% +$32 ﹤0.01% 934
2020
Q3 		$1K Buy
103
+3
+3% +$29 ﹤0.01% 876
2020
Q2 		$1K Buy
+100
New +$822 ﹤0.01% 867
2015
Q4 		– Sell
-126
Closed -$2K – 967
2015
Q3 		$2K Buy
+126
New +$1.83K ﹤0.01% 876

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

Sandy Spring Bank's NMFC Position: Q4 2024 in Review

Sandy Spring Bank sold out of New Mountain Finance (NMFC) in Q4 2024, closing a stake of 75 shares — an estimated $899 sold.

Sandy Spring Bank first reported a position in NMFC in Q3 2015 and held it in 13 quarters. The position peaked at $2K in Q1 2022. 169 funds tracked by Wall St. Rank hold NMFC as of Q4 2024.

  • Sandy Spring Bank reported no remaining New Mountain Finance position as of Q4 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 75 New Mountain Finance shares in Q4 2024, an estimated $899.
  • Sandy Spring Bank first reported a position in New Mountain Finance in Q3 2015 and held it in 13 quarters.
  • Sandy Spring Bank's New Mountain Finance position peaked at $2K in Q1 2022.
  • 169 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2024.

Based on Sandy Spring Bank's 13F filing for Q4 2024, filed 11 Feb 2025.