Number of Shares
541,109.00
Current Holdings Value*
$8.78 Mil
% of Portfolio
0.65%
Total Estimate Gain
$-455,140.39
% of Total Estimate Gain
-5.03%

Sage Mountain Advisors LLC's Kayne Anderson BDC Inc Holding Summary

As of 2025-03-31, Sage Mountain Advisors LLC held 541,109.00 shares of Kayne Anderson BDC Inc(KBDC), totaling $8.78 Mil. This investment constitutes 0.65% of their stock portfolio, and Sage Mountain Advisors LLC now holds 0.76% of the outstanding Kayne Anderson BDC Inc(KBDC) stock.

The initial trade took place in 2024Q4. And since then Sage Mountain Advisors LLC has made 2 purchases of KBDC, at an average price of $16.72, for a total of 541,109.00 shares. Based on historical transaction data and KBDC's current price of $15.88, Sage Mountain Advisors LLC's estimated gain on his KBDC holdings is $-455,140.39, reflecting a -5.03% gain to date.

Sage Mountain Advisors LLC KBDC ($15.88) Holding Chart

Sage Mountain Advisors LLC KBDC ($15.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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