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Winton Group’s Stellus Capital Investment Corp SCM Stock Holding History

Winton Group’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-95,128
Closed -$828K – 1488
2020
Q3 		$828K Sell
95,128
-20,782
-18% -$169K 0.03% 891
2020
Q2 		$844K Buy
+115,910
New +$878K 0.02% 1037

Other funds holding SCM

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Winton Group's SCM Position: Q4 2020 in Review

Winton Group sold out of Stellus Capital Investment Corp (SCM) in Q4 2020, closing a stake of 95,128 shares — an estimated $828K sold.

Winton Group first reported a position in SCM in Q2 2020 and held it in 2 quarters. The position peaked at $844K in Q2 2020. 48 funds tracked by Wall St. Rank hold SCM as of Q4 2020.

  • Winton Group reported no remaining Stellus Capital Investment Corp position as of Q4 2020 after selling out during the quarter.
  • Winton Group sold 95,128 Stellus Capital Investment Corp shares in Q4 2020, an estimated $828K.
  • Winton Group first reported a position in Stellus Capital Investment Corp in Q2 2020 and held it in 2 quarters.
  • Winton Group's Stellus Capital Investment Corp position peaked at $844K in Q2 2020.
  • 48 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q4 2020.

Based on Winton Group's 13F filing for Q4 2020, filed 12 Feb 2021.