Whittier Trust’s New Mountain Finance NMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
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|
2025
Q4 | $150K | Hold |
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|
2025
Q3 | $152K | Hold |
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|
2025
Q2 | $171K | Sell |
|
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|
2025
Q1 | $530K | Hold |
|
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|
2024
Q4 | $542K | Hold |
|
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|
2024
Q3 | $576K | Hold |
|
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|
2024
Q2 | $589K | Hold |
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|
2024
Q1 | $609K | Hold |
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|
2023
Q4 | $612K | Hold |
|
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|
2023
Q3 | $623K | Hold |
|
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|
2023
Q2 | $598K | Hold |
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|
2023
Q1 | $585K | Hold |
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|
2022
Q4 | $595K | Sell |
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|
2022
Q3 | $614K | Hold |
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|
2022
Q2 | $634K | Hold |
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|
2022
Q1 | $738K | Buy |
|