Family Asset Management’s MFA Financial MFA Stock Holding History

Family Asset Management’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
2024 Q3	$916K	Sell	72,028 -2,144	-3%	-$25.3K	0.55%	43
2024 Q2	$789K	Sell	74,172 -16,680	-18%	-$179K	0.51%	48
2024 Q1	$1.04M	Sell	90,852 -2,836	-3%	-$31.8K	0.65%	40
2023 Q4	$1.06M	Sell	93,688 -148	-0.2%	-$1.5K	0.7%	37
2023 Q3	$902K	Sell	93,836 -4,541	-5%	-$49.1K	0.67%	41
2023 Q2	$1.11M	Sell	98,377 -1,899	-2%	-$20.2K	0.75%	29
2023 Q1	$995K	Sell	100,276 -4,380	-4%	-$46.5K	0.73%	39
2022 Q4	$1.03M	Buy	+104,656	New	+$1.05M	0.86%	29

Other funds holding MFA

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Family Asset Management's MFA Position: Q3 2024 in Review

Family Asset Management reduced its MFA Financial (MFA) stake by 2.9% in Q3 2024, selling an estimated $25.3K and leaving 72,028 shares worth $916K. The position accounts for 0.55% of the portfolio, ranked #43.

Family Asset Management first reported a position in MFA in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.11M in Q2 2023. 186 funds tracked by Wall St. Rank hold MFA as of Q3 2024.

Family Asset Management held 72,028 shares of MFA Financial worth $916K as of Q3 2024.
Family Asset Management sold 2,144 MFA Financial shares in Q3 2024, an estimated $25.3K.
MFA Financial made up 0.55% of Family Asset Management's portfolio in Q3 2024, its #43 holding.
Family Asset Management first reported a position in MFA Financial in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's MFA Financial position peaked at $1.11M in Q2 2023.
186 funds tracked by Wall St. Rank held MFA Financial as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.