Schechter Investment Advisors’s Monroe Capital Corp MRCC Stock Holding History

Schechter Investment Advisors’s Portfolio MRCC Stock Details MRCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$643K	Hold	82,412	–	–	0.05%	315
2024 Q4	$701K	Sell	82,412 -82,171	-50%	-$676K	0.05%	311
2024 Q3	$1.33M	Buy	164,583 +11,158	+7%	+$85.9K	0.1%	194
2024 Q2	$1.17M	Hold	153,425	–	–	0.09%	207
2024 Q1	$1.1M	Hold	153,425	–	–	0.08%	224
2023 Q4	$1.08M	Hold	153,425	–	–	0.09%	215
2023 Q3	$1.14M	Sell	153,425 -2,900	-2%	-$22.9K	0.11%	197
2023 Q2	$1.28M	Buy	156,325 +18,300	+13%	+$141K	0.11%	203
2023 Q1	$1.06M	Hold	138,025	–	–	0.1%	241
2022 Q4	$1.18M	Hold	138,025	–	–	0.11%	238
2022 Q3	$999K	Buy	138,025 +43,673	+46%	+$382K	0.1%	274
2022 Q2	$852K	Sell	94,352 -10,000	-10%	-$100K	0.08%	347
2022 Q1	$1.13M	Sell	104,352 -44,884	-30%	-$489K	0.1%	265
2021 Q4	$1.67M	Buy	+149,236	New	+$1.62M	0.15%	157

Other funds holding MRCC

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

MCA

Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BAMF

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Schechter Investment Advisors's MRCC Position: Q1 2025 in Review

Schechter Investment Advisors held its Monroe Capital Corp (MRCC) position steady in Q1 2025 at 82,412 shares worth $643K. The position accounts for 0.05% of the portfolio, ranked #315.

Schechter Investment Advisors first reported a position in MRCC in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.67M in Q4 2021. 79 funds tracked by Wall St. Rank hold MRCC as of Q1 2025.

Schechter Investment Advisors held 82,412 shares of Monroe Capital Corp worth $643K as of Q1 2025.
Schechter Investment Advisors left its Monroe Capital Corp share count unchanged in Q1 2025.
Monroe Capital Corp made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #315 holding.
Schechter Investment Advisors first reported a position in Monroe Capital Corp in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Monroe Capital Corp position peaked at $1.67M in Q4 2021.
79 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.