SS
NMFC icon

Simplicity Solutions’s New Mountain Finance NMFC Stock Holding History

Simplicity Solutions’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
2023
Q4 		– Sell
-15,879
Closed -$206K – 1089
2023
Q3 		$206K Sell
15,879
-1,805
-10% -$23K 0.01% 900
2023
Q2 		$220K Hold
17,684
– – 0.01% 939
2023
Q1 		$215K Buy
+17,684
New +$223K 0.01% 986

Other funds holding NMFC

Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Simplicity Solutions's NMFC Position: Q4 2023 in Review

Simplicity Solutions sold out of New Mountain Finance (NMFC) in Q4 2023, closing a stake of 15,879 shares — an estimated $206K sold.

Simplicity Solutions first reported a position in NMFC in Q1 2023 and held it in 3 quarters. The position peaked at $220K in Q2 2023. 167 funds tracked by Wall St. Rank hold NMFC as of Q4 2023.

  • Simplicity Solutions reported no remaining New Mountain Finance position as of Q4 2023 after selling out during the quarter.
  • Simplicity Solutions sold 15,879 New Mountain Finance shares in Q4 2023, an estimated $206K.
  • Simplicity Solutions first reported a position in New Mountain Finance in Q1 2023 and held it in 3 quarters.
  • Simplicity Solutions's New Mountain Finance position peaked at $220K in Q2 2023.
  • 167 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.