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Sonora Investment Management’s Saratoga Investment SAR Stock Holding History

Sonora Investment Management’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
2020
Q1 		– Sell
-500
Closed -$12K – 1727
2019
Q4 		$12K Buy
+500
New +$12.5K ﹤0.01% 1077

Other funds holding SAR

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sonora Investment Management's SAR Position: Q1 2020 in Review

Sonora Investment Management sold out of Saratoga Investment (SAR) in Q1 2020, closing a stake of 500 shares — an estimated $12K sold.

Sonora Investment Management first reported a position in SAR in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 44 funds tracked by Wall St. Rank hold SAR as of Q1 2020.

  • Sonora Investment Management reported no remaining Saratoga Investment position as of Q1 2020 after selling out during the quarter.
  • Sonora Investment Management sold 500 Saratoga Investment shares in Q1 2020, an estimated $12K.
  • Sonora Investment Management first reported a position in Saratoga Investment in Q4 2019 and held it in 1 quarter.
  • Sonora Investment Management's Saratoga Investment position peaked at $12K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2020.

Based on Sonora Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.