HGERS
MAIN icon

Householder Group Estate & Retirement Specialist’s Main Street Capital MAIN Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-488
Closed -$24K – 918
2024
Q3 		$24K Hold
488
– – 0.01% 648
2024
Q2 		$24K Hold
488
– – 0.01% 641
2024
Q1 		$23.1K Hold
488
– – 0.01% 652
2023
Q4 		$21K Hold
488
– – 0.01% 636
2023
Q3 		$19.8K Buy
+488
New +$19.9K 0.01% 648
2023
Q1 		$19K Hold
488
– – 0.01% 644
2022
Q4 		$18K Hold
488
– – 0.03% 179
2022
Q3 		$16K Buy
+488
New +$20.1K 0.01% 627

Other funds holding MAIN

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MAIN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Main Street Capital (MAIN) in Q4 2024, closing a stake of 488 shares — an estimated $24K sold.

Householder Group Estate & Retirement Specialist first reported a position in MAIN in Q3 2022 and held it in 8 quarters. The position peaked at $24K in Q3 2024. 400 funds tracked by Wall St. Rank hold MAIN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Main Street Capital position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 488 Main Street Capital shares in Q4 2024, an estimated $24K.
  • Householder Group Estate & Retirement Specialist first reported a position in Main Street Capital in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's Main Street Capital position peaked at $24K in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Main Street Capital as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.