1832 Asset Management’s MidCap Financial Investment MFIC Stock Holding History

1832 Asset Management’s Portfolio MFIC Stock Details MFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-230,000	Closed	-$2.96M	–	725
2025 Q1	$2.96M	Buy	+230,000	New	+$3.13M	﹤0.01%	428
2020 Q2	–	Sell	-20	Closed	–	–	693
2020 Q1	$0	Hold	20	–	–	﹤0.01%	731
2019 Q4	$0	Buy	+20	New	+$330	﹤0.01%	715

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NCM

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

1832 Asset Management's MFIC Position: Q2 2025 in Review

1832 Asset Management sold out of MidCap Financial Investment (MFIC) in Q2 2025, closing a stake of 230,000 shares — an estimated $2.96M sold.

1832 Asset Management first reported a position in MFIC in Q4 2019 and held it in 3 quarters. The position peaked at $2.96M in Q1 2025. 169 funds tracked by Wall St. Rank hold MFIC as of Q2 2025.

1832 Asset Management reported no remaining MidCap Financial Investment position as of Q2 2025 after selling out during the quarter.
1832 Asset Management sold 230,000 MidCap Financial Investment shares in Q2 2025, an estimated $2.96M.
1832 Asset Management first reported a position in MidCap Financial Investment in Q4 2019 and held it in 3 quarters.
1832 Asset Management's MidCap Financial Investment position peaked at $2.96M in Q1 2025.
169 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2025.

Based on 1832 Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.