Zhang Financial’s New Mountain Finance NMFC Stock Holding History

Zhang Financial’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
2022 Q4	–	Sell	-11,861	Closed	-$137K	–	236
2022 Q3	$137K	Buy	+11,861	New	+$151K	0.02%	212

Other funds holding NMFC

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Zhang Financial's NMFC Position: Q4 2022 in Review

Zhang Financial sold out of New Mountain Finance (NMFC) in Q4 2022, closing a stake of 11,861 shares — an estimated $137K sold.

Zhang Financial first reported a position in NMFC in Q3 2022 and held it in 1 quarter. The position peaked at $137K in Q3 2022. 159 funds tracked by Wall St. Rank hold NMFC as of Q4 2022.

Zhang Financial reported no remaining New Mountain Finance position as of Q4 2022 after selling out during the quarter.
Zhang Financial sold 11,861 New Mountain Finance shares in Q4 2022, an estimated $137K.
Zhang Financial first reported a position in New Mountain Finance in Q3 2022 and held it in 1 quarter.
Zhang Financial's New Mountain Finance position peaked at $137K in Q3 2022.
159 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2022.

Based on Zhang Financial's 13F filing for Q4 2022, filed 17 Jan 2023.