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Capital Performance Advisors’s Medallion Financial MFIN Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-3
Closed -$24 – 1648
2024
Q3 		$24 Buy
+3
New +$24 ﹤0.01% 2844

Other funds holding MFIN

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Vanguard Group
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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
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
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
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

Capital Performance Advisors's MFIN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Medallion Financial (MFIN) in Q4 2024, closing a stake of 3 shares — an estimated $24 sold.

Capital Performance Advisors first reported a position in MFIN in Q3 2024 and held it in 1 quarter. The position peaked at $24 in Q3 2024. 81 funds tracked by Wall St. Rank hold MFIN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Medallion Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 3 Medallion Financial shares in Q4 2024, an estimated $24.
  • Capital Performance Advisors first reported a position in Medallion Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Medallion Financial position peaked at $24 in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.