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Steve Schonfeld’s Saratoga Investment SAR Stock Holding History

Steve Schonfeld’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
2024
Q4 		– Sell
-10,500
Closed -$243K – 2340
2024
Q3 		$243K Buy
+10,500
New +$242K ﹤0.01% 1743

Other funds holding SAR

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Steve Schonfeld's SAR Position: Q4 2024 in Review

Steve Schonfeld sold out of Saratoga Investment (SAR) in Q4 2024, closing a stake of 10,500 shares — an estimated $243K sold.

Steve Schonfeld first reported a position in SAR in Q3 2024 and held it in 1 quarter. The position peaked at $243K in Q3 2024. 67 funds tracked by Wall St. Rank hold SAR as of Q4 2024.

  • Steve Schonfeld reported no remaining Saratoga Investment position as of Q4 2024 after selling out during the quarter.
  • Steve Schonfeld sold 10,500 Saratoga Investment shares in Q4 2024, an estimated $243K.
  • Steve Schonfeld first reported a position in Saratoga Investment in Q3 2024 and held it in 1 quarter.
  • Steve Schonfeld's Saratoga Investment position peaked at $243K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2024.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.