Family Management’s MFA Financial MFA Stock Holding History

Family 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
2023 Q1	–	Sell	-46,750	Closed	-$460K	–	163
2022 Q4	$460K	Sell	46,750 -37,420	-44%	-$376K	0.11%	88
2022 Q3	$655K	Sell	84,170 -360	-0.4%	-$4.02K	0.17%	73
2022 Q2	$909K	Buy	+84,530	New	+$1.14M	0.24%	69
2022 Q1	–	Sell	-82,934	Closed	-$1.51M	–	180
2021 Q4	$1.51M	Sell	82,934 -193	-0.2%	-$3.51K	0.39%	57
2021 Q3	$1.52M	Sell	83,127 -711	-0.8%	-$13.2K	0.42%	57
2021 Q2	$1.54M	Sell	83,838 -1,596	-2%	-$28.2K	0.41%	54
2021 Q1	$1.39M	Buy	85,434 +41,810	+96%	+$665K	0.44%	52
2020 Q4	$679K	Buy	+43,624	New	+$588K	0.23%	76

Other funds holding MFA

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

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

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

EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Family Management's MFA Position: Q1 2023 in Review

Family Management sold out of MFA Financial (MFA) in Q1 2023, closing a stake of 46,750 shares — an estimated $460K sold.

Family Management first reported a position in MFA in Q4 2020 and held it in 8 quarters. The position peaked at $1.54M in Q2 2021. 172 funds tracked by Wall St. Rank hold MFA as of Q1 2023.

Family Management reported no remaining MFA Financial position as of Q1 2023 after selling out during the quarter.
Family Management sold 46,750 MFA Financial shares in Q1 2023, an estimated $460K.
Family Management first reported a position in MFA Financial in Q4 2020 and held it in 8 quarters.
Family Management's MFA Financial position peaked at $1.54M in Q2 2021.
172 funds tracked by Wall St. Rank held MFA Financial as of Q1 2023.

Based on Family Management's 13F filing for Q1 2023, filed 15 May 2023.