Carmel Capital Partners’s MBIA MBI Stock Holding History

Carmel Capital Partners’s Portfolio MBI Stock Details MBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-357	Closed	-$2.57K	–	464
2023 Q3	$2.57K	Buy	+357	New	+$2.97K	﹤0.01%	612

Other funds holding MBI

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Carmel Capital Partners's MBI Position: Q4 2023 in Review

Carmel Capital Partners sold out of MBIA (MBI) in Q4 2023, closing a stake of 357 shares — an estimated $2.57K sold.

Carmel Capital Partners first reported a position in MBI in Q3 2023 and held it in 1 quarter. The position peaked at $2.57K in Q3 2023. 123 funds tracked by Wall St. Rank hold MBI as of Q4 2023.

Carmel Capital Partners reported no remaining MBIA position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 357 MBIA shares in Q4 2023, an estimated $2.57K.
Carmel Capital Partners first reported a position in MBIA in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's MBIA position peaked at $2.57K in Q3 2023.
123 funds tracked by Wall St. Rank held MBIA as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.