Hudson Valley Investment Advisors’s MidCap Financial Investment MFIC Stock Holding History

Hudson Valley Investment 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
2022 Q4	–	Sell	-13,000	Closed	-$133K	–	222
2022 Q3	$133K	Hold	13,000	–	–	0.02%	201
2022 Q2	$140K	Buy	13,000 +500	+4%	+$6.11K	0.02%	196
2022 Q1	$165K	Hold	12,500	–	–	0.02%	198
2021 Q4	$160K	Hold	12,500	–	–	0.03%	180
2021 Q3	$162K	Hold	12,500	–	–	0.03%	178
2021 Q2	$171K	Hold	12,500	–	–	0.03%	174
2021 Q1	$172K	Hold	12,500	–	–	0.03%	165
2020 Q4	$133K	Buy	+12,500	New	+$121K	0.03%	159
2020 Q3	–	Sell	-11,000	Closed	-$105K	–	157
2020 Q2	$105K	Hold	11,000	–	–	0.02%	153
2020 Q1	$74K	Hold	11,000	–	–	0.02%	147
2019 Q4	$192K	Hold	11,000	–	–	0.04%	151
2019 Q3	$177K	Hold	11,000	–	–	0.04%	151
2019 Q2	$174K	Buy	+11,000	New	+$173K	0.04%	159
2018 Q4	–	Sell	-6,667	Closed	-$109K	–	165
2018 Q3	$109K	Hold	6,667	–	–	0.03%	139
2018 Q2	$111K	Buy	+6,667	New	+$111K	0.03%	146

Other funds holding MFIC

AWA

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NRCM

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

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

Hudson Valley Investment Advisors's MFIC Position: Q4 2022 in Review

Hudson Valley Investment Advisors sold out of MidCap Financial Investment (MFIC) in Q4 2022, closing a stake of 13,000 shares — an estimated $133K sold.

Hudson Valley Investment Advisors first reported a position in MFIC in Q2 2018 and held it in 15 quarters. The position peaked at $192K in Q4 2019. 134 funds tracked by Wall St. Rank hold MFIC as of Q4 2022.

Hudson Valley Investment Advisors reported no remaining MidCap Financial Investment position as of Q4 2022 after selling out during the quarter.
Hudson Valley Investment Advisors sold 13,000 MidCap Financial Investment shares in Q4 2022, an estimated $133K.
Hudson Valley Investment Advisors first reported a position in MidCap Financial Investment in Q2 2018 and held it in 15 quarters.
Hudson Valley Investment Advisors's MidCap Financial Investment position peaked at $192K in Q4 2019.
134 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2022.

Based on Hudson Valley Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.