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Winton Group’s New Mountain Finance NMFC Stock Holding History

Winton Group’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
Q1 		– Sell
-40,492
Closed -$515K – 792
2023
Q4 		$515K Buy
40,492
+11,211
+38% +$143K 0.04% 300
2023
Q3 		$379K Buy
+29,281
New +$373K 0.03% 426
2020
Q4 		– Sell
-142,571
Closed -$1.36M – 1453
2020
Q3 		$1.36M Sell
142,571
-46,904
-25% -$453K 0.04% 684
2020
Q2 		$1.76M Buy
+189,475
New +$1.56M 0.05% 714

Other funds holding NMFC

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

Winton Group's NMFC Position: Q1 2024 in Review

Winton Group sold out of New Mountain Finance (NMFC) in Q1 2024, closing a stake of 40,492 shares — an estimated $515K sold.

Winton Group first reported a position in NMFC in Q2 2020 and held it in 4 quarters. The position peaked at $1.76M in Q2 2020. 176 funds tracked by Wall St. Rank hold NMFC as of Q1 2024.

  • Winton Group reported no remaining New Mountain Finance position as of Q1 2024 after selling out during the quarter.
  • Winton Group sold 40,492 New Mountain Finance shares in Q1 2024, an estimated $515K.
  • Winton Group first reported a position in New Mountain Finance in Q2 2020 and held it in 4 quarters.
  • Winton Group's New Mountain Finance position peaked at $1.76M in Q2 2020.
  • 176 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2024.

Based on Winton Group's 13F filing for Q1 2024, filed 14 May 2024.