FIM
MRCC

Fernwood Investment Management’s Monroe Capital Corp MRCC Stock Holding History

Fernwood Investment Management’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,000
Closed -$21.6K – 506
2024
Q1 		$21.6K Buy
+3,000
New +$21.7K 0.01% 444

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SIA
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Connor, Clark & Lunn Investment Management (CC&L)
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Commonwealth Equity Services
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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fernwood Investment Management's MRCC Position: Q2 2024 in Review

Fernwood Investment Management sold out of Monroe Capital Corp (MRCC) in Q2 2024, closing a stake of 3,000 shares — an estimated $21.6K sold.

Fernwood Investment Management first reported a position in MRCC in Q1 2024 and held it in 1 quarter. The position peaked at $21.6K in Q1 2024. 82 funds tracked by Wall St. Rank hold MRCC as of Q2 2024.

  • Fernwood Investment Management reported no remaining Monroe Capital Corp position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 3,000 Monroe Capital Corp shares in Q2 2024, an estimated $21.6K.
  • Fernwood Investment Management first reported a position in Monroe Capital Corp in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Monroe Capital Corp position peaked at $21.6K in Q1 2024.
  • 82 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.