Nebula Research & Development’s MidCap Financial Investment MFIC Stock Holding History

Nebula Research & Development’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
2025 Q1	–	Sell	-10,857	Closed	-$146K	–	1068
2024 Q4	$146K	Sell	10,857 -3,068	-22%	-$41.7K	0.02%	838
2024 Q3	$186K	Buy	+13,925	New	+$197K	0.02%	836
2023 Q3	–	Sell	-21,352	Closed	-$268K	–	589
2023 Q2	$268K	Buy	+21,352	New	+$249K	0.2%	226

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nebula Research & Development's MFIC Position: Q1 2025 in Review

Nebula Research & Development sold out of MidCap Financial Investment (MFIC) in Q1 2025, closing a stake of 10,857 shares — an estimated $146K sold.

Nebula Research & Development first reported a position in MFIC in Q2 2023 and held it in 3 quarters. The position peaked at $268K in Q2 2023. 168 funds tracked by Wall St. Rank hold MFIC as of Q1 2025.

Nebula Research & Development reported no remaining MidCap Financial Investment position as of Q1 2025 after selling out during the quarter.
Nebula Research & Development sold 10,857 MidCap Financial Investment shares in Q1 2025, an estimated $146K.
Nebula Research & Development first reported a position in MidCap Financial Investment in Q2 2023 and held it in 3 quarters.
Nebula Research & Development's MidCap Financial Investment position peaked at $268K in Q2 2023.
168 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2025.

Based on Nebula Research & Development's 13F filing for Q1 2025, filed 15 May 2025.