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AJOVista’s Medallion Financial MFIN Stock Holding History

AJOVista’s Portfolio MFIN Stock Details MFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$88.3K Hold
10,849
– – 0.38% 79
2024
Q2 		$83.3K Buy
+10,849
New +$85.9K 0.24% 59
2024
Q1 		– Sell
-9,168
Closed -$90.3K – 268
2023
Q4 		$90.3K Buy
+9,168
New +$76.2K 0.11% 186

Other funds holding MFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AJOVista's MFIN Position: Q3 2024 in Review

AJOVista held its Medallion Financial (MFIN) position steady in Q3 2024 at 10,849 shares worth $88.3K. The position accounts for 0.38% of the portfolio, ranked #79.

AJOVista first reported a position in MFIN in Q4 2023 and has held it in 3 quarters since. The position peaked at $90.3K in Q4 2023. 82 funds tracked by Wall St. Rank hold MFIN as of Q3 2024.

  • AJOVista held 10,849 shares of Medallion Financial worth $88.3K as of Q3 2024.
  • AJOVista left its Medallion Financial share count unchanged in Q3 2024.
  • Medallion Financial made up 0.38% of AJOVista's portfolio in Q3 2024, its #79 holding.
  • AJOVista first reported a position in Medallion Financial in Q4 2023 and has held it in 3 quarters since.
  • AJOVista's Medallion Financial position peaked at $90.3K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.