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Alpine Woods Capital Investors’s Medallion Financial MFIN Stock Holding History

Alpine Woods Capital Investors’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
2019
Q4 		– Sell
-18,259
Closed -$117K – 269
2019
Q3 		$117K Sell
18,259
-1,300
-7% -$7.02K 0.02% 255
2019
Q2 		$132K Sell
19,559
-5,000
-20% -$34.3K 0.03% 264
2019
Q1 		$169K Sell
24,559
-15,400
-39% -$90.1K 0.04% 245
2018
Q4 		$187K Sell
39,959
-5,100
-11% -$31.2K 0.04% 250
2018
Q3 		$300K Sell
45,059
-10,000
-18% -$59K 0.06% 194
2018
Q2 		$302K Sell
55,059
-20,000
-27% -$96.2K 0.07% 180
2018
Q1 		$349K Sell
75,059
-15,945
-18% -$73.2K 0.02% 327
2017
Q4 		$321K Buy
91,004
+37,300
+69% +$102K 0.02% 355
2017
Q3 		$117K Hold
53,704
– – 0.01% 437
2017
Q2 		$128K Hold
53,704
– – 0.01% 433
2017
Q1 		$106K Hold
53,704
– – 0.01% 443
2016
Q4 		$162K Sell
53,704
-48,700
-48% -$177K 0.01% 424
2016
Q3 		$432K Buy
102,404
+38,000
+59% +$220K 0.02% 326
2016
Q2 		$475K Hold
64,404
– – 0.03% 304
2016
Q1 		$594K Hold
64,404
– – 0.03% 287
2015
Q4 		$453K Buy
64,404
+30,000
+87% +$234K 0.02% 328
2015
Q3 		$261K Hold
34,404
– – 0.01% 416
2015
Q2 		$287K Hold
34,404
– – 0.01% 393
2015
Q1 		$319K Sell
34,404
-52,239
-60% -$518K 0.02% 377
2014
Q4 		$867K Sell
86,643
-61,585
-42% -$672K 0.04% 262
2014
Q3 		$1.73M Buy
148,228
+11,604
+8% +$138K 0.09% 191
2014
Q2 		$1.7K Buy
136,624
+8,000
+6% +$105K 0.04% 180
2014
Q1 		$1.7M Buy
128,624
+17,000
+15% +$236K 0.09% 169
2013
Q4 		$1.6M Buy
111,624
+71,118
+176% +$1.11M 0.09% 170
2013
Q3 		$603K Hold
40,506
– – 0.04% 248
2013
Q2 		$563K Buy
+40,506
New +$583K 0.04% 240

Other funds holding MFIN

KCM
Key Colony Management Little Rock, Arkansas $73.7M AUM 49.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Alpine Woods Capital Investors's MFIN Position: Q4 2019 in Review

Alpine Woods Capital Investors sold out of Medallion Financial (MFIN) in Q4 2019, closing a stake of 18,259 shares — an estimated $117K sold.

Alpine Woods Capital Investors first reported a position in MFIN in Q2 2013 and held it in 26 quarters. The position peaked at $1.73M in Q3 2014. 56 funds tracked by Wall St. Rank hold MFIN as of Q4 2019.

  • Alpine Woods Capital Investors reported no remaining Medallion Financial position as of Q4 2019 after selling out during the quarter.
  • Alpine Woods Capital Investors sold 18,259 Medallion Financial shares in Q4 2019, an estimated $117K.
  • Alpine Woods Capital Investors first reported a position in Medallion Financial in Q2 2013 and held it in 26 quarters.
  • Alpine Woods Capital Investors's Medallion Financial position peaked at $1.73M in Q3 2014.
  • 56 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2019.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2019, filed 7 Feb 2020.