MFG
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Merit Financial Group’s MidCap Financial Investment MFIC Stock Holding History

Merit Financial Group’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
2023
Q1 		– Sell
-30,137
Closed -$344K – 684
2022
Q4 		$344K Buy
30,137
+6,004
+25% +$69.2K 0.01% 509
2022
Q3 		$247K Buy
24,133
+9,133
+61% +$111K 0.01% 480
2022
Q2 		$162K Buy
15,000
+1,000
+7% +$12.2K 0.01% 530
2022
Q1 		$185K Buy
+14,000
New +$186K 0.01% 367

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Merit Financial Group's MFIC Position: Q1 2023 in Review

Merit Financial Group sold out of MidCap Financial Investment (MFIC) in Q1 2023, closing a stake of 30,137 shares — an estimated $344K sold.

Merit Financial Group first reported a position in MFIC in Q1 2022 and held it in 4 quarters. The position peaked at $344K in Q4 2022. 124 funds tracked by Wall St. Rank hold MFIC as of Q1 2023.

  • Merit Financial Group reported no remaining MidCap Financial Investment position as of Q1 2023 after selling out during the quarter.
  • Merit Financial Group sold 30,137 MidCap Financial Investment shares in Q1 2023, an estimated $344K.
  • Merit Financial Group first reported a position in MidCap Financial Investment in Q1 2022 and held it in 4 quarters.
  • Merit Financial Group's MidCap Financial Investment position peaked at $344K in Q4 2022.
  • 124 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2023.

Based on Merit Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.