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Cox Capital Management’s Medallion Financial MFIN Stock Holding History

Cox Capital Management’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
2023
Q4 		– Sell
-31,030
Closed -$218K – 98
2023
Q3 		$218K Buy
+31,030
New +$256K 0.15% 81

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Stifel Financial
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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
BlackRock
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Cox Capital Management's MFIN Position: Q4 2023 in Review

Cox Capital Management sold out of Medallion Financial (MFIN) in Q4 2023, closing a stake of 31,030 shares — an estimated $218K sold.

Cox Capital Management first reported a position in MFIN in Q3 2023 and held it in 1 quarter. The position peaked at $218K in Q3 2023. 76 funds tracked by Wall St. Rank hold MFIN as of Q4 2023.

  • Cox Capital Management reported no remaining Medallion Financial position as of Q4 2023 after selling out during the quarter.
  • Cox Capital Management sold 31,030 Medallion Financial shares in Q4 2023, an estimated $218K.
  • Cox Capital Management first reported a position in Medallion Financial in Q3 2023 and held it in 1 quarter.
  • Cox Capital Management's Medallion Financial position peaked at $218K in Q3 2023.
  • 76 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2023.

Based on Cox Capital Management's 13F filing for Q4 2023, filed 12 Jan 2024.