Meeder Asset Management’s Fidus Investment FDUS Stock Holding History

Meeder Asset Management’s Portfolio FDUS Stock Details FDUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-222	Closed	-$4K	–	1200
2022 Q3	$4K	Hold	222	–	–	﹤0.01%	1634
2022 Q2	$4K	Sell	222 -1,288	-85%	-$24.9K	﹤0.01%	1699
2022 Q1	$30K	Buy	+1,510	New	+$28.2K	﹤0.01%	1121
2021 Q4	–	Sell	-1,510	Closed	-$26K	–	1567
2021 Q3	$26K	Sell	1,510 -80	-5%	-$1.39K	﹤0.01%	1327
2021 Q2	$27K	Buy	+1,590	New	+$27K	﹤0.01%	1349

Other funds holding FDUS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NCM

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Meeder Asset Management's FDUS Position: Q4 2022 in Review

Meeder Asset Management sold out of Fidus Investment (FDUS) in Q4 2022, closing a stake of 222 shares — an estimated $4K sold.

Meeder Asset Management first reported a position in FDUS in Q2 2021 and held it in 5 quarters. The position peaked at $30K in Q1 2022. 100 funds tracked by Wall St. Rank hold FDUS as of Q4 2022.

Meeder Asset Management reported no remaining Fidus Investment position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 222 Fidus Investment shares in Q4 2022, an estimated $4K.
Meeder Asset Management first reported a position in Fidus Investment in Q2 2021 and held it in 5 quarters.
Meeder Asset Management's Fidus Investment position peaked at $30K in Q1 2022.
100 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.