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Rockbridge Investment Management’s MidCap Financial Investment MFIC Stock Holding History

Rockbridge Investment Management’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
Q2 		– Sell
-442
Closed -$5.91K – 742
2022
Q1 		$5.91K Buy
+442
New +$5.87K ﹤0.01% 594

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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rockbridge Investment Management's MFIC Position: Q2 2022 in Review

Rockbridge Investment Management sold out of MidCap Financial Investment (MFIC) in Q2 2022, closing a stake of 442 shares — an estimated $5.91K sold.

Rockbridge Investment Management first reported a position in MFIC in Q1 2022 and held it in 1 quarter. The position peaked at $5.91K in Q1 2022. 125 funds tracked by Wall St. Rank hold MFIC as of Q2 2022.

  • Rockbridge Investment Management reported no remaining MidCap Financial Investment position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 442 MidCap Financial Investment shares in Q2 2022, an estimated $5.91K.
  • Rockbridge Investment Management first reported a position in MidCap Financial Investment in Q1 2022 and held it in 1 quarter.
  • Rockbridge Investment Management's MidCap Financial Investment position peaked at $5.91K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.