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TAP Consulting’s Saratoga Investment SAR Stock Holding History

TAP Consulting’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
2022
Q2 		– Sell
-8,318
Closed -$227K – 142
2022
Q1 		$227K Buy
8,318
+310
+4% +$8.52K 0.06% 126
2021
Q4 		$235K Hold
8,008
– – 0.05% 129
2021
Q3 		$230K Buy
8,008
+141
+2% +$3.89K 0.06% 123
2021
Q2 		$211K Buy
+7,867
New +$201K 0.06% 129

Other funds holding SAR

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TAP Consulting's SAR Position: Q2 2022 in Review

TAP Consulting sold out of Saratoga Investment (SAR) in Q2 2022, closing a stake of 8,318 shares — an estimated $227K sold.

TAP Consulting first reported a position in SAR in Q2 2021 and held it in 4 quarters. The position peaked at $235K in Q4 2021. 54 funds tracked by Wall St. Rank hold SAR as of Q2 2022.

  • TAP Consulting reported no remaining Saratoga Investment position as of Q2 2022 after selling out during the quarter.
  • TAP Consulting sold 8,318 Saratoga Investment shares in Q2 2022, an estimated $227K.
  • TAP Consulting first reported a position in Saratoga Investment in Q2 2021 and held it in 4 quarters.
  • TAP Consulting's Saratoga Investment position peaked at $235K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2022.

Based on TAP Consulting's 13F filing for Q2 2022, filed 26 Jul 2022.