GraniteShares Advisors’s MidCap Financial Investment MFIC Stock Holding History

GraniteShares Advisors’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	-167,993	Closed	-$2.25M	–	110
2024 Q3	$2.25M	Buy	167,993 +27,290	+19%	+$385K	1.52%	32
2024 Q2	$2.13M	Buy	140,703 +17,548	+14%	+$269K	0.71%	11
2024 Q1	$1.85M	Buy	123,155 +15,680	+15%	+$222K	0.98%	18
2023 Q4	$1.47M	Buy	+107,475	New	+$1.43M	1.32%	30

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

GraniteShares Advisors's MFIC Position: Q4 2024 in Review

GraniteShares Advisors sold out of MidCap Financial Investment (MFIC) in Q4 2024, closing a stake of 167,993 shares — an estimated $2.25M sold.

GraniteShares Advisors first reported a position in MFIC in Q4 2023 and held it in 4 quarters. The position peaked at $2.25M in Q3 2024. 173 funds tracked by Wall St. Rank hold MFIC as of Q4 2024.

GraniteShares Advisors reported no remaining MidCap Financial Investment position as of Q4 2024 after selling out during the quarter.
GraniteShares Advisors sold 167,993 MidCap Financial Investment shares in Q4 2024, an estimated $2.25M.
GraniteShares Advisors first reported a position in MidCap Financial Investment in Q4 2023 and held it in 4 quarters.
GraniteShares Advisors's MidCap Financial Investment position peaked at $2.25M in Q3 2024.
173 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2024.

Based on GraniteShares Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.