Resources Management Corp’s MidCap Financial Investment MFIC Stock Holding History

Resources Management Corp’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
2023 Q2	–	Sell	-68	Closed	-$10K	–	466
2023 Q1	$10K	Buy	+68	New	+$815	﹤0.01%	375
2021 Q4	–	Sell	-241	Closed	-$3K	–	512
2021 Q3	$3K	Hold	241	–	–	﹤0.01%	455
2021 Q2	$3K	Hold	241	–	–	﹤0.01%	469
2021 Q1	$3K	Hold	241	–	–	﹤0.01%	473
2020 Q4	$3K	Hold	241	–	–	﹤0.01%	461
2020 Q3	$2K	Hold	241	–	–	﹤0.01%	428
2020 Q2	$2K	Hold	241	–	–	﹤0.01%	455
2020 Q1	$2K	Hold	241	–	–	﹤0.01%	452
2019 Q4	$4K	Hold	241	–	–	﹤0.01%	425
2019 Q3	$4K	Buy	+241	New	+$3.94K	﹤0.01%	462

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

NRCM

Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Resources Management Corp's MFIC Position: Q2 2023 in Review

Resources Management Corp sold out of MidCap Financial Investment (MFIC) in Q2 2023, closing a stake of 68 shares — an estimated $10K sold.

Resources Management Corp first reported a position in MFIC in Q3 2019 and held it in 10 quarters. The position peaked at $10K in Q1 2023. 117 funds tracked by Wall St. Rank hold MFIC as of Q2 2023.

Resources Management Corp reported no remaining MidCap Financial Investment position as of Q2 2023 after selling out during the quarter.
Resources Management Corp sold 68 MidCap Financial Investment shares in Q2 2023, an estimated $10K.
Resources Management Corp first reported a position in MidCap Financial Investment in Q3 2019 and held it in 10 quarters.
Resources Management Corp's MidCap Financial Investment position peaked at $10K in Q1 2023.
117 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2023.

Based on Resources Management Corp's 13F filing for Q2 2023, filed 16 Aug 2023.