PP
FDUS icon

Paloma Partners’s Fidus Investment FDUS Stock Holding History

Paloma Partners’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,664
Closed -$268K – 563
2024
Q3 		$268K Buy
+13,664
New +$269K 0.01% 860
2020
Q2 		– Sell
-11,526
Closed -$76K – 2119
2020
Q1 		$76K Buy
+11,526
New +$149K ﹤0.01% 1075
2014
Q3 		– Sell
-58,793
Closed -$1.21M – 1109
2014
Q2 		$1.21M Buy
+58,793
New +$1.1M 0.05% 310

Other funds holding FDUS

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Paloma Partners's FDUS Position: Q4 2024 in Review

Paloma Partners sold out of Fidus Investment (FDUS) in Q4 2024, closing a stake of 13,664 shares — an estimated $268K sold.

Paloma Partners first reported a position in FDUS in Q2 2014 and held it in 3 quarters. The position peaked at $1.21M in Q2 2014. 112 funds tracked by Wall St. Rank hold FDUS as of Q4 2024.

  • Paloma Partners reported no remaining Fidus Investment position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 13,664 Fidus Investment shares in Q4 2024, an estimated $268K.
  • Paloma Partners first reported a position in Fidus Investment in Q2 2014 and held it in 3 quarters.
  • Paloma Partners's Fidus Investment position peaked at $1.21M in Q2 2014.
  • 112 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.