EP
MFA

Edgestream Partners’s MFA Financial MFA Stock Holding History

Edgestream Partners’s Portfolio MFA Stock Details MFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-30,177
Closed -$299K – 834
2023
Q1 		$299K Buy
+30,177
New +$320K 0.03% 469
2022
Q2 		– Sell
-7,704
Closed -$124K – 586
2022
Q1 		$124K Sell
7,704
-85,526
-92% -$1.48M 0.01% 519
2021
Q4 		$1.7M Sell
93,230
-25,759
-22% -$469K 0.11% 252
2021
Q3 		$2.17M Sell
118,989
-43,326
-27% -$805K 0.13% 224
2021
Q2 		$2.98M Buy
+162,315
New +$2.87M 0.18% 185

Other funds holding MFA

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Edgestream Partners's MFA Position: Q2 2023 in Review

Edgestream Partners sold out of MFA Financial (MFA) in Q2 2023, closing a stake of 30,177 shares — an estimated $299K sold.

Edgestream Partners first reported a position in MFA in Q2 2021 and held it in 5 quarters. The position peaked at $2.98M in Q2 2021. 173 funds tracked by Wall St. Rank hold MFA as of Q2 2023.

  • Edgestream Partners reported no remaining MFA Financial position as of Q2 2023 after selling out during the quarter.
  • Edgestream Partners sold 30,177 MFA Financial shares in Q2 2023, an estimated $299K.
  • Edgestream Partners first reported a position in MFA Financial in Q2 2021 and held it in 5 quarters.
  • Edgestream Partners's MFA Financial position peaked at $2.98M in Q2 2021.
  • 173 funds tracked by Wall St. Rank held MFA Financial as of Q2 2023.

Based on Edgestream Partners's 13F filing for Q2 2023, filed 10 Aug 2023.