SG Americas Securities
SAR icon

SG Americas Securities’s Saratoga Investment SAR Stock Holding History

SG Americas Securities’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,168
Closed -$220K – 3238
2023
Q2 		$220K Buy
+8,168
New +$210K ﹤0.01% 1758

Other funds holding SAR

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SG Americas Securities's SAR Position: Q3 2023 in Review

SG Americas Securities sold out of Saratoga Investment (SAR) in Q3 2023, closing a stake of 8,168 shares — an estimated $220K sold.

SG Americas Securities first reported a position in SAR in Q2 2023 and held it in 1 quarter. The position peaked at $220K in Q2 2023. 64 funds tracked by Wall St. Rank hold SAR as of Q3 2023.

  • SG Americas Securities reported no remaining Saratoga Investment position as of Q3 2023 after selling out during the quarter.
  • SG Americas Securities sold 8,168 Saratoga Investment shares in Q3 2023, an estimated $220K.
  • SG Americas Securities first reported a position in Saratoga Investment in Q2 2023 and held it in 1 quarter.
  • SG Americas Securities's Saratoga Investment position peaked at $220K in Q2 2023.
  • 64 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2023.

Based on SG Americas Securities's 13F filing for Q3 2023, filed 13 Oct 2023.