WG
SAR icon

Winton Group’s Saratoga Investment SAR Stock Holding History

Winton Group’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
-74,105
Closed -$1.17M – 1597
2020
Q2 		$1.17M Buy
+74,105
New +$1.09M 0.03% 899

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 $1.43B AUM 8.74% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
RCM
Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Winton Group's SAR Position: Q3 2020 in Review

Winton Group sold out of Saratoga Investment (SAR) in Q3 2020, closing a stake of 74,105 shares — an estimated $1.17M sold.

Winton Group first reported a position in SAR in Q2 2020 and held it in 1 quarter. The position peaked at $1.17M in Q2 2020. 41 funds tracked by Wall St. Rank hold SAR as of Q3 2020.

  • Winton Group reported no remaining Saratoga Investment position as of Q3 2020 after selling out during the quarter.
  • Winton Group sold 74,105 Saratoga Investment shares in Q3 2020, an estimated $1.17M.
  • Winton Group first reported a position in Saratoga Investment in Q2 2020 and held it in 1 quarter.
  • Winton Group's Saratoga Investment position peaked at $1.17M in Q2 2020.
  • 41 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2020.

Based on Winton Group's 13F filing for Q3 2020, filed 30 Oct 2020.