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Denali Advisors’s Medallion Financial MFIN Stock Holding History

Denali 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
Q2 		– Sell
-44,700
Closed -$354K – 347
2024
Q1 		$354K Buy
44,700
+22,400
+100% +$201K 0.1% 172
2023
Q4 		$220K Buy
22,300
+10,300
+86% +$85.6K 0.07% 216
2023
Q3 		$84.2K Buy
+12,000
New +$99.1K 0.03% 279

Other funds holding MFIN

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Denali Advisors's MFIN Position: Q2 2024 in Review

Denali Advisors sold out of Medallion Financial (MFIN) in Q2 2024, closing a stake of 44,700 shares — an estimated $354K sold.

Denali Advisors first reported a position in MFIN in Q3 2023 and held it in 3 quarters. The position peaked at $354K in Q1 2024. 81 funds tracked by Wall St. Rank hold MFIN as of Q2 2024.

  • Denali Advisors reported no remaining Medallion Financial position as of Q2 2024 after selling out during the quarter.
  • Denali Advisors sold 44,700 Medallion Financial shares in Q2 2024, an estimated $354K.
  • Denali Advisors first reported a position in Medallion Financial in Q3 2023 and held it in 3 quarters.
  • Denali Advisors's Medallion Financial position peaked at $354K in Q1 2024.
  • 81 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.