WCM
LFT

Wallace Capital Management’s Lument Finance Trust LFT Stock Holding History

Wallace Capital Management’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16,534
Closed -$41K – 70
2022
Q2 		$41K Buy
16,534
+354
+2% +$912 0.01% 72
2022
Q1 		$43K Buy
+16,180
New +$51.1K 0.01% 70

Other funds holding LFT

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

Wallace Capital Management's LFT Position: Q3 2022 in Review

Wallace Capital Management sold out of Lument Finance Trust (LFT) in Q3 2022, closing a stake of 16,534 shares — an estimated $41K sold.

Wallace Capital Management first reported a position in LFT in Q1 2022 and held it in 2 quarters. The position peaked at $43K in Q1 2022. 28 funds tracked by Wall St. Rank hold LFT as of Q3 2022.

  • Wallace Capital Management reported no remaining Lument Finance Trust position as of Q3 2022 after selling out during the quarter.
  • Wallace Capital Management sold 16,534 Lument Finance Trust shares in Q3 2022, an estimated $41K.
  • Wallace Capital Management first reported a position in Lument Finance Trust in Q1 2022 and held it in 2 quarters.
  • Wallace Capital Management's Lument Finance Trust position peaked at $43K in Q1 2022.
  • 28 funds tracked by Wall St. Rank held Lument Finance Trust as of Q3 2022.

Based on Wallace Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.