Investors Research Corp’s MidCap Financial Investment MFIC Stock Holding History

Investors Research Corp’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 Q2	–	Sell	-73	Closed	-$1.1K	–	1083
2024 Q1	$1.1K	Hold	73	–	–	﹤0.01%	950
2023 Q4	$999	Hold	73	–	–	﹤0.01%	990
2023 Q3	$1K	Hold	73	–	–	﹤0.01%	996
2023 Q2	$917	Hold	73	–	–	﹤0.01%	1017
2023 Q1	$832	Hold	73	–	–	﹤0.01%	1053
2022 Q4	$832	Hold	73	–	–	﹤0.01%	1059
2022 Q3	$1K	Hold	73	–	–	﹤0.01%	1041
2022 Q2	$1K	Hold	73	–	–	﹤0.01%	1034
2022 Q1	$1K	Hold	73	–	–	﹤0.01%	983
2021 Q4	$1K	Hold	73	–	–	﹤0.01%	947
2021 Q3	$1K	Hold	73	–	–	﹤0.01%	961
2021 Q2	$1K	Hold	73	–	–	﹤0.01%	946
2021 Q1	$1K	Hold	73	–	–	﹤0.01%	940
2020 Q4	$1K	Hold	73	–	–	﹤0.01%	1039
2020 Q3	$1K	Hold	73	–	–	﹤0.01%	1051
2020 Q2	$1K	Hold	73	–	–	﹤0.01%	1056
2020 Q1	$0	Hold	73	–	–	﹤0.01%	1140
2019 Q4	$1K	Hold	73	–	–	﹤0.01%	1083
2019 Q3	$1K	Hold	73	–	–	﹤0.01%	1089
2019 Q2	$1K	Hold	73	–	–	﹤0.01%	1040
2019 Q1	$1K	Buy	+73	New	+$1.09K	﹤0.01%	1006

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

Two Sigma Advisers New York $51.4B AUM 31.07% 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

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

Investors Research Corp's MFIC Position: Q2 2024 in Review

Investors Research Corp sold out of MidCap Financial Investment (MFIC) in Q2 2024, closing a stake of 73 shares — an estimated $1.1K sold.

Investors Research Corp first reported a position in MFIC in Q1 2019 and held it in 21 quarters. The position peaked at $1.1K in Q1 2024. 127 funds tracked by Wall St. Rank hold MFIC as of Q2 2024.

Investors Research Corp reported no remaining MidCap Financial Investment position as of Q2 2024 after selling out during the quarter.
Investors Research Corp sold 73 MidCap Financial Investment shares in Q2 2024, an estimated $1.1K.
Investors Research Corp first reported a position in MidCap Financial Investment in Q1 2019 and held it in 21 quarters.
Investors Research Corp's MidCap Financial Investment position peaked at $1.1K in Q1 2024.
127 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2024.

Based on Investors Research Corp's 13F filing for Q2 2024, filed 31 Jul 2024.