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Eagle Global Advisors’s MidCap Financial Investment MFIC Stock Holding History

Eagle Global Advisors’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21,170
Closed -$283K – 274
2024
Q3 		$283K Hold
21,170
– – 0.01% 220
2024
Q2 		$321K Hold
21,170
– – 0.02% 203
2024
Q1 		$318K Buy
21,170
+6,110
+41% +$86.7K 0.02% 197
2023
Q4 		$206K Hold
15,060
– – 0.01% 226
2023
Q3 		$207K Hold
15,060
– – 0.01% 216
2023
Q2 		$189K Hold
15,060
– – 0.01% 217
2023
Q1 		$172K Hold
15,060
– – 0.01% 218
2022
Q4 		$172K Hold
15,060
– – 0.01% 212
2022
Q3 		$154K Buy
+15,060
New +$183K 0.01% 210
2020
Q2 		– Sell
-11,650
Closed -$79K – 206
2020
Q1 		$79K Sell
11,650
-4,300
-27% -$64.1K 0.01% 184
2019
Q4 		$278K Buy
15,950
+4,480
+39% +$73.9K 0.01% 194
2019
Q3 		$185K Hold
11,470
– – 0.01% 211
2019
Q2 		$181K Hold
11,470
– – 0.01% 223
2019
Q1 		$174K Buy
+11,470
New +$172K 0.01% 216
2018
Q4 		– Sell
-7,503
Closed -$122K – 233
2018
Q3 		$122K Hold
7,503
– – ﹤0.01% 227
2018
Q2 		$125K Sell
7,503
-8,520
-53% -$142K ﹤0.01% 233
2018
Q1 		$251K Sell
16,023
-5,083
-24% -$84.4K 0.01% 215
2017
Q4 		$358K Hold
21,106
– – 0.01% 193
2017
Q3 		$387K Buy
21,106
+2,766
+15% +$51.4K 0.01% 194
2017
Q2 		$352K Buy
18,340
+5,234
+40% +$102K 0.01% 274
2017
Q1 		$258K Sell
13,106
-10,907
-45% -$202K 0.01% 312
2016
Q4 		$422K Buy
24,013
+12,990
+118% +$233K 0.01% 232
2016
Q3 		$192K Buy
11,023
+553
+5% +$9.69K 0.01% 317
2016
Q2 		$174K Sell
10,470
-12,427
-54% -$208K 0.01% 331
2016
Q1 		$381K Hold
22,897
– – 0.01% 236
2015
Q4 		$359K Buy
22,897
+74
+0.3% +$1.27K 0.01% 249
2015
Q3 		$375K Buy
22,823
+1,536
+7% +$30.4K 0.01% 240
2015
Q2 		$452K Buy
+21,287
New +$493K 0.01% 227

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Eagle Global Advisors's MFIC Position: Q4 2024 in Review

Eagle Global Advisors sold out of MidCap Financial Investment (MFIC) in Q4 2024, closing a stake of 21,170 shares — an estimated $283K sold.

Eagle Global Advisors first reported a position in MFIC in Q2 2015 and held it in 28 quarters. The position peaked at $452K in Q2 2015. 173 funds tracked by Wall St. Rank hold MFIC as of Q4 2024.

  • Eagle Global Advisors reported no remaining MidCap Financial Investment position as of Q4 2024 after selling out during the quarter.
  • Eagle Global Advisors sold 21,170 MidCap Financial Investment shares in Q4 2024, an estimated $283K.
  • Eagle Global Advisors first reported a position in MidCap Financial Investment in Q2 2015 and held it in 28 quarters.
  • Eagle Global Advisors's MidCap Financial Investment position peaked at $452K in Q2 2015.
  • 173 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2024.

Based on Eagle Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.