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Innealta Capital’s Medallion Financial MFIN Stock Holding History

Innealta Capital’s Portfolio MFIN Stock Details MFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,726
Closed -$20.9K – 1060
2024
Q2 		$20.9K Buy
+2,726
New +$21.6K 0.01% 637

Other funds holding MFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Innealta Capital's MFIN Position: Q3 2024 in Review

Innealta Capital sold out of Medallion Financial (MFIN) in Q3 2024, closing a stake of 2,726 shares — an estimated $20.9K sold.

Innealta Capital first reported a position in MFIN in Q2 2024 and held it in 1 quarter. The position peaked at $20.9K in Q2 2024. 82 funds tracked by Wall St. Rank hold MFIN as of Q3 2024.

  • Innealta Capital reported no remaining Medallion Financial position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 2,726 Medallion Financial shares in Q3 2024, an estimated $20.9K.
  • Innealta Capital first reported a position in Medallion Financial in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Medallion Financial position peaked at $20.9K in Q2 2024.
  • 82 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.