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Strategic Financial Concepts’s New Mountain Finance NMFC Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-20,337
Closed -$20.9K – 543
2024
Q2 		$20.9K Buy
+20,337
New +$255K 0.01% 327

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LSV Asset Management
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VanEck Associates
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Morgan Stanley
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCM
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Strategic Financial Concepts's NMFC Position: Q3 2024 in Review

Strategic Financial Concepts sold out of New Mountain Finance (NMFC) in Q3 2024, closing a stake of 20,337 shares — an estimated $20.9K sold.

Strategic Financial Concepts first reported a position in NMFC in Q2 2024 and held it in 1 quarter. The position peaked at $20.9K in Q2 2024. 169 funds tracked by Wall St. Rank hold NMFC as of Q3 2024.

  • Strategic Financial Concepts reported no remaining New Mountain Finance position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 20,337 New Mountain Finance shares in Q3 2024, an estimated $20.9K.
  • Strategic Financial Concepts first reported a position in New Mountain Finance in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's New Mountain Finance position peaked at $20.9K in Q2 2024.
  • 169 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.