MPWT
MRCC

MassMutual Private Wealth & Trust’s Monroe Capital Corp MRCC Stock Holding History

MassMutual Private Wealth & Trust’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
Q4 		– Sell
-160
Closed -$1K – 1771
2022
Q3 		$1K Buy
+160
New +$1.4K ﹤0.01% 1462

Other funds holding MRCC

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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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

MassMutual Private Wealth & Trust's MRCC Position: Q4 2022 in Review

MassMutual Private Wealth & Trust sold out of Monroe Capital Corp (MRCC) in Q4 2022, closing a stake of 160 shares — an estimated $1K sold.

MassMutual Private Wealth & Trust first reported a position in MRCC in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 81 funds tracked by Wall St. Rank hold MRCC as of Q4 2022.

  • MassMutual Private Wealth & Trust reported no remaining Monroe Capital Corp position as of Q4 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 160 Monroe Capital Corp shares in Q4 2022, an estimated $1K.
  • MassMutual Private Wealth & Trust first reported a position in Monroe Capital Corp in Q3 2022 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Monroe Capital Corp position peaked at $1K in Q3 2022.
  • 81 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q4 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2022, filed 6 Jan 2023.