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Zullo Investment Group’s New Mountain Finance NMFC Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-191
Closed -$2.36K – 502
2022
Q4 		$2.36K Hold
191
– – ﹤0.01% 678
2022
Q3 		$2K Hold
191
– – ﹤0.01% 703
2022
Q2 		$2K Hold
191
– – ﹤0.01% 726
2022
Q1 		$3K Hold
191
– – ﹤0.01% 711
2021
Q4 		$3K Buy
+191
New +$2.61K ﹤0.01% 722

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
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Zullo Investment Group's NMFC Position: Q1 2023 in Review

Zullo Investment Group sold out of New Mountain Finance (NMFC) in Q1 2023, closing a stake of 191 shares — an estimated $2.36K sold.

Zullo Investment Group first reported a position in NMFC in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 147 funds tracked by Wall St. Rank hold NMFC as of Q1 2023.

  • Zullo Investment Group reported no remaining New Mountain Finance position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 191 New Mountain Finance shares in Q1 2023, an estimated $2.36K.
  • Zullo Investment Group first reported a position in New Mountain Finance in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's New Mountain Finance position peaked at $3K in Q1 2022.
  • 147 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.