P2P
MFA

Phase 2 Partners’s MFA Financial MFA Stock Holding History

Phase 2 Partners’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
2023
Q1 		– Sell
-1,349,706
Closed -$13.3M – 32
2022
Q4 		$13.3M Sell
1,349,706
-403,179
-23% -$4.05M 6% 7
2022
Q3 		$13.6M Buy
+1,752,885
New +$19.6M 6.48% 2
2022
Q1 		– Sell
-316,902
Closed -$5.78M – 29
2021
Q4 		$5.78M Buy
+316,902
New +$5.77M 3.58% 14

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Phase 2 Partners's MFA Position: Q1 2023 in Review

Phase 2 Partners sold out of MFA Financial (MFA) in Q1 2023, closing a stake of 1,349,706 shares — an estimated $13.3M sold.

Phase 2 Partners first reported a position in MFA in Q4 2021 and held it in 3 quarters. The position peaked at $13.6M in Q3 2022. 172 funds tracked by Wall St. Rank hold MFA as of Q1 2023.

  • Phase 2 Partners reported no remaining MFA Financial position as of Q1 2023 after selling out during the quarter.
  • Phase 2 Partners sold 1,349,706 MFA Financial shares in Q1 2023, an estimated $13.3M.
  • Phase 2 Partners first reported a position in MFA Financial in Q4 2021 and held it in 3 quarters.
  • Phase 2 Partners's MFA Financial position peaked at $13.6M in Q3 2022.
  • 172 funds tracked by Wall St. Rank held MFA Financial as of Q1 2023.

Based on Phase 2 Partners's 13F filing for Q1 2023, filed 15 May 2023.