Mariner’s MidCap Financial Investment MFIC Stock Holding History

Mariner’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 Q4	–	Sell	-11,043	Closed	-$148K	–	3474
2024 Q3	$148K	Buy	+11,043	New	+$156K	﹤0.01%	3009
2023 Q4	–	Sell	-21,412	Closed	-$294K	–	3125
2023 Q3	$294K	Buy	21,412 +13	+0.1%	+$174	﹤0.01%	2169
2023 Q2	$269K	Buy	+21,399	New	+$250K	﹤0.01%	2215

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Mariner's MFIC Position: Q4 2024 in Review

Mariner sold out of MidCap Financial Investment (MFIC) in Q4 2024, closing a stake of 11,043 shares — an estimated $148K sold.

Mariner first reported a position in MFIC in Q2 2023 and held it in 3 quarters. The position peaked at $294K in Q3 2023. 173 funds tracked by Wall St. Rank hold MFIC as of Q4 2024.

Mariner reported no remaining MidCap Financial Investment position as of Q4 2024 after selling out during the quarter.
Mariner sold 11,043 MidCap Financial Investment shares in Q4 2024, an estimated $148K.
Mariner first reported a position in MidCap Financial Investment in Q2 2023 and held it in 3 quarters.
Mariner's MidCap Financial Investment position peaked at $294K in Q3 2023.
173 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2024.

Based on Mariner's 13F filing for Q4 2024, filed 13 Feb 2025.