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Raymond James & Associates’s MidCap Financial Investment MFIC Stock Holding History

Raymond James & Associates’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
2022
Q1 		– Sell
-16,300
Closed -$16K – 4216
2021
Q4 		$16K Buy
+16,300
New +$214K ﹤0.01% 4043

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James & Associates's MFIC Position: Q3 2024 in Review

Raymond James & Associates increased its MidCap Financial Investment (MFIC) stake by 61% in Q3 2024, buying an estimated $364K and bringing the position to 67,993 shares worth $910K. The position accounts for ﹤0.01% of the portfolio, ranked #2750.

Raymond James & Associates first reported a position in MFIC in Q2 2013 and has held it in 46 quarters since. The position peaked at $3.07M in Q2 2013. 176 funds tracked by Wall St. Rank hold MFIC as of Q3 2024.

  • Raymond James & Associates held 67,993 shares of MidCap Financial Investment worth $910K as of Q3 2024.
  • Raymond James & Associates bought 25,763 MidCap Financial Investment shares in Q3 2024, an estimated $364K.
  • MidCap Financial Investment made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2750 holding.
  • Raymond James & Associates first reported a position in MidCap Financial Investment in Q2 2013 and has held it in 46 quarters since.
  • Raymond James & Associates's MidCap Financial Investment position peaked at $3.07M in Q2 2013.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.