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POM Investment Strategies’s MidCap Financial Investment MFIC Stock Holding History

POM Investment Strategies’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
-827
Closed -$11.2K – 302
2024
Q4 		$11.2K Buy
+827
New +$11.2K 0.01% 154

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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
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
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

POM Investment Strategies's MFIC Position: Q1 2025 in Review

POM Investment Strategies sold out of MidCap Financial Investment (MFIC) in Q1 2025, closing a stake of 827 shares — an estimated $11.2K sold.

POM Investment Strategies first reported a position in MFIC in Q4 2024 and held it in 1 quarter. The position peaked at $11.2K in Q4 2024. 168 funds tracked by Wall St. Rank hold MFIC as of Q1 2025.

  • POM Investment Strategies reported no remaining MidCap Financial Investment position as of Q1 2025 after selling out during the quarter.
  • POM Investment Strategies sold 827 MidCap Financial Investment shares in Q1 2025, an estimated $11.2K.
  • POM Investment Strategies first reported a position in MidCap Financial Investment in Q4 2024 and held it in 1 quarter.
  • POM Investment Strategies's MidCap Financial Investment position peaked at $11.2K in Q4 2024.
  • 168 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2025.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.