Midwest Wealth Management’s Main Street Capital MAIN Stock Holding History

Midwest Wealth Management’s Portfolio MAIN Stock Details MAIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1.89M	Buy	44,355 +1,516	+4%	+$64.9K	1.15%	39
2021 Q4	$1.92M	Buy	42,839 +3,218	+8%	+$141K	1.2%	35
2021 Q3	$1.63M	Sell	39,621 -178	-0.4%	-$7.4K	1.12%	38
2021 Q2	$1.64M	Buy	39,799 +1,676	+4%	+$69.7K	1.17%	34
2021 Q1	$1.49M	Buy	38,123 +3,896	+11%	+$137K	1.21%	35
2020 Q4	$1.1M	Buy	+34,227	New	+$1.05M	1.01%	46

Other funds holding MAIN

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Midwest Wealth Management's MAIN Position: Q1 2022 in Review

Midwest Wealth Management increased its Main Street Capital (MAIN) stake by 3.5% in Q1 2022, buying an estimated $64.9K and bringing the position to 44,355 shares worth $1.89M. The position accounts for 1.15% of the portfolio, ranked #39.

Midwest Wealth Management first reported a position in MAIN in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.92M in Q4 2021. 257 funds tracked by Wall St. Rank hold MAIN as of Q1 2022.

Midwest Wealth Management held 44,355 shares of Main Street Capital worth $1.89M as of Q1 2022.
Midwest Wealth Management bought 1,516 Main Street Capital shares in Q1 2022, an estimated $64.9K.
Main Street Capital made up 1.15% of Midwest Wealth Management's portfolio in Q1 2022, its #39 holding.
Midwest Wealth Management first reported a position in Main Street Capital in Q4 2020 and has held it in 6 quarters since.
Midwest Wealth Management's Main Street Capital position peaked at $1.92M in Q4 2021.
257 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.