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LMR Partners’s Medallion Financial MFIN Stock Holding History

LMR Partners’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
Q2 		– Sell
-11,245
Closed -$88.9K – 1227
2024
Q1 		$88.9K Buy
+11,245
New +$101K ﹤0.01% 931
2023
Q3 		– Sell
-14,259
Closed -$113K – 998
2023
Q2 		$113K Buy
+14,259
New +$97.7K ﹤0.01% 613
2014
Q3 		– Sell
-47,269
Closed -$589K – 423
2014
Q2 		$589K Buy
+47,269
New +$621K 0.05% 282

Other funds holding MFIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LMR Partners's MFIN Position: Q2 2024 in Review

LMR Partners sold out of Medallion Financial (MFIN) in Q2 2024, closing a stake of 11,245 shares — an estimated $88.9K sold.

LMR Partners first reported a position in MFIN in Q2 2014 and held it in 3 quarters. The position peaked at $589K in Q2 2014. 81 funds tracked by Wall St. Rank hold MFIN as of Q2 2024.

  • LMR Partners reported no remaining Medallion Financial position as of Q2 2024 after selling out during the quarter.
  • LMR Partners sold 11,245 Medallion Financial shares in Q2 2024, an estimated $88.9K.
  • LMR Partners first reported a position in Medallion Financial in Q2 2014 and held it in 3 quarters.
  • LMR Partners's Medallion Financial position peaked at $589K in Q2 2014.
  • 81 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2024.

Based on LMR Partners's 13F filing for Q2 2024, filed 14 Aug 2024.