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tru Independence’s Saratoga Investment SAR Stock Holding History

tru Independence’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
2020
Q3 		– Sell
-225
Closed -$4K – 752
2020
Q2 		$4K Hold
225
– – ﹤0.01% 747
2020
Q1 		$3K Hold
225
– – ﹤0.01% 600
2019
Q4 		$3K Buy
+225
New +$5.64K ﹤0.01% 769

Other funds holding SAR

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
RCM
Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.32B AUM 1.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

tru Independence's SAR Position: Q3 2020 in Review

tru Independence sold out of Saratoga Investment (SAR) in Q3 2020, closing a stake of 225 shares — an estimated $4K sold.

tru Independence first reported a position in SAR in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 41 funds tracked by Wall St. Rank hold SAR as of Q3 2020.

  • tru Independence reported no remaining Saratoga Investment position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 225 Saratoga Investment shares in Q3 2020, an estimated $4K.
  • tru Independence first reported a position in Saratoga Investment in Q4 2019 and held it in 3 quarters.
  • tru Independence's Saratoga Investment position peaked at $4K in Q2 2020.
  • 41 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.