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

Tortoise 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
2024
Q3 		– Sell
-211
Closed -$2.59K – 908
2024
Q2 		$2.59K Buy
211
+5
+2% +$63 ﹤0.01% 747
2024
Q1 		$2.61K Buy
+206
New +$2.62K ﹤0.01% 742
2023
Q2 		– Sell
-1,400
Closed -$17K – 792
2023
Q1 		$17K Hold
1,400
– – ﹤0.01% 486
2022
Q4 		$17.3K Hold
1,400
– – ﹤0.01% 480
2022
Q3 		$16K Hold
1,400
– – ﹤0.01% 474
2022
Q2 		$17K Hold
1,400
– – ﹤0.01% 457
2022
Q1 		$19K Buy
+1,400
New +$18.9K ﹤0.01% 436

Other funds holding NMFC

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
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

Tortoise Investment Management's NMFC Position: Q3 2024 in Review

Tortoise Investment Management sold out of New Mountain Finance (NMFC) in Q3 2024, closing a stake of 211 shares — an estimated $2.59K sold.

Tortoise Investment Management first reported a position in NMFC in Q1 2022 and held it in 7 quarters. The position peaked at $19K in Q1 2022. 169 funds tracked by Wall St. Rank hold NMFC as of Q3 2024.

  • Tortoise Investment Management reported no remaining New Mountain Finance position as of Q3 2024 after selling out during the quarter.
  • Tortoise Investment Management sold 211 New Mountain Finance shares in Q3 2024, an estimated $2.59K.
  • Tortoise Investment Management first reported a position in New Mountain Finance in Q1 2022 and held it in 7 quarters.
  • Tortoise Investment Management's New Mountain Finance position peaked at $19K in Q1 2022.
  • 169 funds tracked by Wall St. Rank held New Mountain Finance as of Q3 2024.

Based on Tortoise Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.