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Winslow Evans & Crocker’s Saratoga Investment SAR Stock Holding History

Winslow Evans & Crocker’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
Q4 		$25K Buy
+1,200
New +$24.1K ﹤0.01% 742

Other funds holding SAR

CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Winslow Evans & Crocker's SAR Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Saratoga Investment (SAR) in Q4 2020: 1,200 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings.

44 funds tracked by Wall St. Rank hold SAR as of Q4 2020.

  • Winslow Evans & Crocker held 1,200 shares of Saratoga Investment worth $25K as of Q4 2020.
  • Saratoga Investment was a new Winslow Evans & Crocker position in Q4 2020.
  • Saratoga Investment made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #742 holding.
  • 44 funds tracked by Wall St. Rank held Saratoga Investment as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.