Fidelity Investments
MCI

Fidelity Investments’s Barings Corporate Investors MCI Stock Holding History

Fidelity Investments’s Portfolio MCI Stock Details MCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed -$20 – 5716
2024
Q3 		$20 Buy
+1
New +$19 ﹤0.01% 5359
2023
Q2 		– Sell
-968
Closed -$13.7K – 5517
2023
Q1 		$13.7K Buy
+968
New +$13.7K ﹤0.01% 4012
2021
Q1 		– Sell
-2
Closed – – 4320
2020
Q4 		$0 Buy
+2
New +$25 ﹤0.01% 4117
2019
Q4 		– Sell
-1
Closed – – 4082
2019
Q3 		$0 Buy
+1
New +$16 ﹤0.01% 4059

Other funds holding MCI

BIA
BHK Investment Advisors Birmingham, Alabama $299M AUM 13.28% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Fidelity Investments's MCI Position: Q4 2024 in Review

Fidelity Investments sold out of Barings Corporate Investors (MCI) in Q4 2024, closing a stake of 1 share — an estimated $20 sold.

Fidelity Investments first reported a position in MCI in Q3 2019 and held it in 4 quarters. The position peaked at $13.7K in Q1 2023. 64 funds tracked by Wall St. Rank hold MCI as of Q4 2024.

  • Fidelity Investments reported no remaining Barings Corporate Investors position as of Q4 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Barings Corporate Investors share in Q4 2024, an estimated $20.
  • Fidelity Investments first reported a position in Barings Corporate Investors in Q3 2019 and held it in 4 quarters.
  • Fidelity Investments's Barings Corporate Investors position peaked at $13.7K in Q1 2023.
  • 64 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.