Godsey & Gibb Inc’s MidCap Financial Investment MFIC Stock Holding History

Godsey & Gibb Inc’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
2023 Q3	–	Sell	-75	Closed	-$942	–	359
2023 Q2	$942	Sell	75 -225	-75%	-$2.62K	﹤0.01%	350
2023 Q1	$3.42K	Hold	300	–	–	﹤0.01%	287
2022 Q4	$3.42K	Buy	+300	New	+$3.46K	﹤0.01%	244

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

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

VanEck Associates New York $133B AUM 72.99% 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

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

NRCM

Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Godsey & Gibb Inc's MFIC Position: Q3 2023 in Review

Godsey & Gibb Inc sold out of MidCap Financial Investment (MFIC) in Q3 2023, closing a stake of 75 shares — an estimated $942 sold.

Godsey & Gibb Inc first reported a position in MFIC in Q4 2022 and held it in 3 quarters. The position peaked at $3.42K in Q1 2023. 118 funds tracked by Wall St. Rank hold MFIC as of Q3 2023.

Godsey & Gibb Inc reported no remaining MidCap Financial Investment position as of Q3 2023 after selling out during the quarter.
Godsey & Gibb Inc sold 75 MidCap Financial Investment shares in Q3 2023, an estimated $942.
Godsey & Gibb Inc first reported a position in MidCap Financial Investment in Q4 2022 and held it in 3 quarters.
Godsey & Gibb Inc's MidCap Financial Investment position peaked at $3.42K in Q1 2023.
118 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2023.

Based on Godsey & Gibb Inc's 13F filing for Q3 2023, filed 25 Oct 2023.