SouthState Corp’s New Mountain Finance NMFC Stock Holding History

SouthState Corp’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	-1,792	Closed	-$23.2K	–	656
2023 Q3	$23.2K	Buy	+1,792	New	+$22.8K	﹤0.01%	394

Other funds holding NMFC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SouthState Corp's NMFC Position: Q4 2023 in Review

SouthState Corp sold out of New Mountain Finance (NMFC) in Q4 2023, closing a stake of 1,792 shares — an estimated $23.2K sold.

SouthState Corp first reported a position in NMFC in Q3 2023 and held it in 1 quarter. The position peaked at $23.2K in Q3 2023. 167 funds tracked by Wall St. Rank hold NMFC as of Q4 2023.

SouthState Corp reported no remaining New Mountain Finance position as of Q4 2023 after selling out during the quarter.
SouthState Corp sold 1,792 New Mountain Finance shares in Q4 2023, an estimated $23.2K.
SouthState Corp first reported a position in New Mountain Finance in Q3 2023 and held it in 1 quarter.
SouthState Corp's New Mountain Finance position peaked at $23.2K in Q3 2023.
167 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2023.

Based on SouthState Corp's 13F filing for Q4 2023, filed 6 Feb 2024.