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Aperio Group’s MidCap Financial Investment MFIC Stock Holding History

Aperio Group’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
2020
Q4 		$334K Buy
31,475
+7,364
+31% +$71.5K ﹤0.01% 2134
2020
Q3 		$199K Sell
24,111
-1,379
-5% -$12.8K ﹤0.01% 2236
2020
Q2 		$244K Sell
25,490
-21,264
-45% -$192K ﹤0.01% 2109
2020
Q1 		$316K Buy
46,754
+33,541
+254% +$500K ﹤0.01% 1874
2019
Q4 		$231K Buy
+13,213
New +$218K ﹤0.01% 2153
2019
Q3 		– Sell
-10,123
Closed -$160K – 2573
2019
Q2 		$160K Buy
+10,123
New +$159K ﹤0.01% 2245
2018
Q4 		– Sell
-14,498
Closed -$237K – 2318
2018
Q3 		$237K Sell
14,498
-207
-1% -$3.53K ﹤0.01% 2119
2018
Q2 		$246K Sell
14,705
-12,528
-46% -$208K ﹤0.01% 2081
2018
Q1 		$426K Buy
27,233
+17,033
+167% +$283K ﹤0.01% 1770
2017
Q4 		$173K Buy
10,200
+3,751
+58% +$67.3K ﹤0.01% 2160
2017
Q3 		$118K Buy
6,449
+201
+3% +$3.74K ﹤0.01% 2176
2017
Q2 		$120K Buy
6,248
+1,139
+22% +$22.2K ﹤0.01% 2167
2017
Q1 		$101K Buy
5,109
+1,504
+42% +$27.9K ﹤0.01% 2109
2016
Q4 		$63K Buy
+3,605
New +$64.6K ﹤0.01% 2099
2016
Q1 		– Sell
-4,758
Closed -$75K – 2048
2015
Q4 		$75K Sell
4,758
-1,297
-21% -$22.2K ﹤0.01% 1937
2015
Q3 		$100K Sell
6,055
-13,350
-69% -$264K ﹤0.01% 1862
2015
Q2 		$412K Buy
19,405
+441
+2% +$10.2K ﹤0.01% 1441
2015
Q1 		$437K Buy
18,964
+7,079
+60% +$160K ﹤0.01% 1351
2014
Q4 		$265K Sell
11,885
-1,036
-8% -$24.8K ﹤0.01% 1588
2014
Q3 		$317K Buy
12,921
+1,571
+14% +$40.7K ﹤0.01% 1357
2014
Q2 		$293K Buy
11,350
+1,695
+18% +$41.8K ﹤0.01% 1411
2014
Q1 		$241K Buy
+9,655
New +$249K ﹤0.01% 1758
2013
Q4 		– Hold
0
– – – 1842

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Aperio Group's MFIC Position: Q4 2020 in Review

Aperio Group increased its MidCap Financial Investment (MFIC) stake by 31% in Q4 2020, buying an estimated $71.5K and bringing the position to 31,475 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Aperio Group first reported a position in MFIC in Q1 2014 and has held it in 22 quarters since. The position peaked at $437K in Q1 2015. 133 funds tracked by Wall St. Rank hold MFIC as of Q4 2020.

  • Aperio Group held 31,475 shares of MidCap Financial Investment worth $334K as of Q4 2020.
  • Aperio Group bought 7,364 MidCap Financial Investment shares in Q4 2020, an estimated $71.5K.
  • MidCap Financial Investment made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2134 holding.
  • Aperio Group first reported a position in MidCap Financial Investment in Q1 2014 and has held it in 22 quarters since.
  • Aperio Group's MidCap Financial Investment position peaked at $437K in Q1 2015.
  • 133 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.