FJ Capital Management’s MidCap Financial Investment MFIC Stock Holding History

FJ Capital Management’s Portfolio MFIC Stock Details MFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-92,316	Closed	-$1.24M	–	143
2024 Q3	$1.24M	Buy	+92,316	New	+$1.3M	0.13%	79
2019 Q3	–	Sell	-38,000	Closed	-$606K	–	98
2019 Q2	$606K	Sell	38,000 -100,168	-72%	-$1.57M	0.06%	81
2019 Q1	$2.09M	Buy	+138,168	New	+$2.07M	0.22%	76
2018 Q4	–	Sell	-14,700	Closed	-$240K	–	114
2018 Q3	$240K	Buy	14,700 +800	+6%	+$13.6K	0.03%	93
2018 Q2	$232K	Buy	+13,900	New	+$231K	0.03%	88

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

FJ Capital Management's MFIC Position: Q4 2024 in Review

FJ Capital Management sold out of MidCap Financial Investment (MFIC) in Q4 2024, closing a stake of 92,316 shares — an estimated $1.24M sold.

FJ Capital Management first reported a position in MFIC in Q2 2018 and held it in 5 quarters. The position peaked at $2.09M in Q1 2019. 173 funds tracked by Wall St. Rank hold MFIC as of Q4 2024.

FJ Capital Management reported no remaining MidCap Financial Investment position as of Q4 2024 after selling out during the quarter.
FJ Capital Management sold 92,316 MidCap Financial Investment shares in Q4 2024, an estimated $1.24M.
FJ Capital Management first reported a position in MidCap Financial Investment in Q2 2018 and held it in 5 quarters.
FJ Capital Management's MidCap Financial Investment position peaked at $2.09M in Q1 2019.
173 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2024.

Based on FJ Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.