BPCM
MFA

Beach Point Capital Management’s MFA Financial MFA Stock Holding History

Beach Point Capital Management’s Portfolio MFA Stock Details MFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-408,314
Closed -$4.59M – 14
2023
Q2 		$4.59M Sell
408,314
-268,490
-40% -$2.86M 1.91% 12
2023
Q1 		$6.71M Buy
676,804
+175,379
+35% +$1.86M 3.23% 11
2022
Q4 		$4.94M Sell
501,425
-657,850
-57% -$6.61M 2.01% 13
2022
Q3 		$9.02M Hold
1,159,275
– – 3.06% 11
2022
Q2 		$12.5M Buy
1,159,275
+336,261
+41% +$4.53M 2.58% 9
2022
Q1 		$13.3M Buy
823,014
+150,000
+22% +$2.59M 2.01% 10
2021
Q4 		$12.3M Buy
673,014
+144,166
+27% +$2.62M 1.97% 10
2021
Q3 		$9.67M Sell
528,848
-31,091
-6% -$578K 1.7% 11
2021
Q2 		$10.3M Sell
559,939
-226,500
-29% -$4M 1.69% 10
2021
Q1 		$12.8M Buy
786,439
+510,700
+185% +$8.12M 2.81% 12
2020
Q4 		$4.29M Buy
275,739
+225,739
+451% +$3.04M 1.39% 18
2020
Q3 		$536K Buy
+50,000
New +$538K 0.24% 21
2014
Q1 		– Sell
-349,703
Closed -$9.88M – 27
2013
Q4 		$9.88M Sell
349,703
-234,881
-40% -$6.88M 2.43% 15
2013
Q3 		$17.4M Buy
584,584
+17,905
+3% +$549K 5.27% 9
2013
Q2 		$19.2M Buy
+566,679
New +$20.4M 7.21% 5

Other funds holding MFA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Beach Point Capital Management's MFA Position: Q3 2023 in Review

Beach Point Capital Management sold out of MFA Financial (MFA) in Q3 2023, closing a stake of 408,314 shares — an estimated $4.59M sold.

Beach Point Capital Management first reported a position in MFA in Q2 2013 and held it in 15 quarters. The position peaked at $19.2M in Q2 2013. 170 funds tracked by Wall St. Rank hold MFA as of Q3 2023.

  • Beach Point Capital Management reported no remaining MFA Financial position as of Q3 2023 after selling out during the quarter.
  • Beach Point Capital Management sold 408,314 MFA Financial shares in Q3 2023, an estimated $4.59M.
  • Beach Point Capital Management first reported a position in MFA Financial in Q2 2013 and held it in 15 quarters.
  • Beach Point Capital Management's MFA Financial position peaked at $19.2M in Q2 2013.
  • 170 funds tracked by Wall St. Rank held MFA Financial as of Q3 2023.

Based on Beach Point Capital Management's 13F filing for Q3 2023, filed 30 Oct 2023.