SS
NCDL icon

Steve Schonfeld’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Steve Schonfeld’s Portfolio NCDL Stock Details NCDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-29,582
Closed -$502K – 2370
2025
Q1 		$502K Buy
+29,582
New +$508K ﹤0.01% 1580

Other funds holding NCDL

BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Steve Schonfeld's NCDL Position: Q2 2025 in Review

Steve Schonfeld sold out of Nuveen Churchill Direct Lending (NCDL) in Q2 2025, closing a stake of 29,582 shares — an estimated $502K sold.

Steve Schonfeld first reported a position in NCDL in Q1 2025 and held it in 1 quarter. The position peaked at $502K in Q1 2025. 72 funds tracked by Wall St. Rank hold NCDL as of Q2 2025.

  • Steve Schonfeld reported no remaining Nuveen Churchill Direct Lending position as of Q2 2025 after selling out during the quarter.
  • Steve Schonfeld sold 29,582 Nuveen Churchill Direct Lending shares in Q2 2025, an estimated $502K.
  • Steve Schonfeld first reported a position in Nuveen Churchill Direct Lending in Q1 2025 and held it in 1 quarter.
  • Steve Schonfeld's Nuveen Churchill Direct Lending position peaked at $502K in Q1 2025.
  • 72 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.