Mercer Global Advisors
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Mercer Global Advisors’s MidCap Financial Investment MFIC Stock Holding History

Mercer Global Advisors’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
Q3 		– Sell
-10,706
Closed -$162K – 2016
2024
Q2 		$162K Buy
+10,706
New +$164K ﹤0.01% 1824
2020
Q2 		– Sell
-12,054
Closed -$81K – 1112
2020
Q1 		$81K Buy
+12,054
New +$180K ﹤0.01% 1022

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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors's MFIC Position: Q3 2024 in Review

Mercer Global Advisors sold out of MidCap Financial Investment (MFIC) in Q3 2024, closing a stake of 10,706 shares — an estimated $162K sold.

Mercer Global Advisors first reported a position in MFIC in Q1 2020 and held it in 2 quarters. The position peaked at $162K in Q2 2024. 176 funds tracked by Wall St. Rank hold MFIC as of Q3 2024.

  • Mercer Global Advisors reported no remaining MidCap Financial Investment position as of Q3 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 10,706 MidCap Financial Investment shares in Q3 2024, an estimated $162K.
  • Mercer Global Advisors first reported a position in MidCap Financial Investment in Q1 2020 and held it in 2 quarters.
  • Mercer Global Advisors's MidCap Financial Investment position peaked at $162K in Q2 2024.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2024.

Based on Mercer Global Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.