OSAM
MFA

O'Shaughnessy Asset Management’s MFA Financial MFA Stock Holding History

O'Shaughnessy Asset Management’s Portfolio MFA Stock Details MFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,276
Closed -$128K – 2252
2024
Q3 		$128K Buy
+10,276
New +$121K ﹤0.01% 1764
2021
Q4 		– Sell
-329
Closed -$6K – 1965
2021
Q3 		$6K Buy
+329
New +$6.11K ﹤0.01% 2283
2020
Q1 		– Sell
-24
Closed -$1K – 1596
2019
Q4 		$1K Buy
+24
New +$733 ﹤0.01% 1752

Other funds holding MFA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

O'Shaughnessy Asset Management's MFA Position: Q4 2024 in Review

O'Shaughnessy Asset Management sold out of MFA Financial (MFA) in Q4 2024, closing a stake of 10,276 shares — an estimated $128K sold.

O'Shaughnessy Asset Management first reported a position in MFA in Q4 2019 and held it in 3 quarters. The position peaked at $128K in Q3 2024. 189 funds tracked by Wall St. Rank hold MFA as of Q4 2024.

  • O'Shaughnessy Asset Management reported no remaining MFA Financial position as of Q4 2024 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 10,276 MFA Financial shares in Q4 2024, an estimated $128K.
  • O'Shaughnessy Asset Management first reported a position in MFA Financial in Q4 2019 and held it in 3 quarters.
  • O'Shaughnessy Asset Management's MFA Financial position peaked at $128K in Q3 2024.
  • 189 funds tracked by Wall St. Rank held MFA Financial as of Q4 2024.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.