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Synergy Investment Management’s New Mountain Finance NMFC Stock Holding History

Synergy Investment Management’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
2025
Q1 		– Sell
-241
Closed -$2.71K – 643
2024
Q4 		$2.71K Buy
+241
New +$2.78K ﹤0.01% 546

Other funds holding NMFC

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Synergy Investment Management's NMFC Position: Q1 2025 in Review

Synergy Investment Management sold out of New Mountain Finance (NMFC) in Q1 2025, closing a stake of 241 shares — an estimated $2.71K sold.

Synergy Investment Management first reported a position in NMFC in Q4 2024 and held it in 1 quarter. The position peaked at $2.71K in Q4 2024. 165 funds tracked by Wall St. Rank hold NMFC as of Q1 2025.

  • Synergy Investment Management reported no remaining New Mountain Finance position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 241 New Mountain Finance shares in Q1 2025, an estimated $2.71K.
  • Synergy Investment Management first reported a position in New Mountain Finance in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's New Mountain Finance position peaked at $2.71K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.