LWA
MRCC

Lenox Wealth Advisors’s Monroe Capital Corp MRCC Stock Holding History

Lenox Wealth Advisors’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
2022
Q1 		$91K Buy
8,604
+450
+6% +$4.9K 0.01% 177
2021
Q4 		$91K Hold
8,154
– – 0.01% 176
2021
Q3 		$85K Buy
+8,154
New +$88K 0.01% 169

Other funds holding MRCC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Lenox Wealth Advisors's MRCC Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Monroe Capital Corp (MRCC) stake by 5.5% in Q1 2022, buying an estimated $4.9K and bringing the position to 8,604 shares worth $91K. The position accounts for 0.01% of the portfolio, ranked #177.

Lenox Wealth Advisors first reported a position in MRCC in Q3 2021 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold MRCC as of Q1 2022.

  • Lenox Wealth Advisors held 8,604 shares of Monroe Capital Corp worth $91K as of Q1 2022.
  • Lenox Wealth Advisors bought 450 Monroe Capital Corp shares in Q1 2022, an estimated $4.9K.
  • Monroe Capital Corp made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #177 holding.
  • Lenox Wealth Advisors first reported a position in Monroe Capital Corp in Q3 2021 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.