JWM
MRCC

Janiczek Wealth Management’s Monroe Capital Corp MRCC Stock Holding History

Janiczek Wealth Management’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$4.89K Buy
643
+40
+7% +$295 ﹤0.01% 741
2024
Q1 		$4.34K Buy
603
+21
+4% +$152 ﹤0.01% 778
2023
Q4 		$4.11K Buy
582
+19
+3% +$135 ﹤0.01% 771
2023
Q3 		$4.2K Buy
563
+16
+3% +$126 ﹤0.01% 747
2023
Q2 		$4.47K Hold
547
– – ﹤0.01% 667
2023
Q1 		$4.36K Buy
547
+17
+3% +$138 ﹤0.01% 677
2022
Q4 		$4.52K Buy
530
+15
+3% +$123 ﹤0.01% 671
2022
Q3 		$4K Hold
515
– – ﹤0.01% 691
2022
Q2 		$5K Buy
+515
New +$5.15K ﹤0.01% 668

Other funds holding MRCC

William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janiczek Wealth Management's MRCC Position: Q2 2024 in Review

Janiczek Wealth Management increased its Monroe Capital Corp (MRCC) stake by 6.6% in Q2 2024, buying an estimated $295 and bringing the position to 643 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Janiczek Wealth Management first reported a position in MRCC in Q2 2022 and has held it in 9 quarters since. The position peaked at $5K in Q2 2022. 82 funds tracked by Wall St. Rank hold MRCC as of Q2 2024.

  • Janiczek Wealth Management held 643 shares of Monroe Capital Corp worth $4.89K as of Q2 2024.
  • Janiczek Wealth Management bought 40 Monroe Capital Corp shares in Q2 2024, an estimated $295.
  • Monroe Capital Corp made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #741 holding.
  • Janiczek Wealth Management first reported a position in Monroe Capital Corp in Q2 2022 and has held it in 9 quarters since.
  • Janiczek Wealth Management's Monroe Capital Corp position peaked at $5K in Q2 2022.
  • 82 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.