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Sequoia Financial Advisors’s MidCap Financial Investment MFIC Stock Holding History

Sequoia Financial Advisors’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
2024
Q2 		– Sell
-10,191
Closed -$153K – 1265
2024
Q1 		$153K Sell
10,191
-400
-4% -$5.67K ﹤0.01% 1084
2023
Q4 		$145K Hold
10,591
– – ﹤0.01% 1137
2023
Q3 		$146K Hold
10,591
– – ﹤0.01% 892
2023
Q2 		$133K Buy
10,591
+25
+0.2% +$292 ﹤0.01% 895
2023
Q1 		$120K Hold
10,566
– – ﹤0.01% 793
2022
Q4 		$120K Sell
10,566
-618
-6% -$7.12K ﹤0.01% 760
2022
Q3 		$114K Hold
11,184
– – ﹤0.01% 508
2022
Q2 		$120K Sell
11,184
-6,206
-36% -$75.9K ﹤0.01% 564
2022
Q1 		$230K Hold
17,390
– – 0.01% 578
2021
Q4 		$222K Buy
+17,390
New +$228K 0.01% 527
2021
Q3 		– Sell
-17,136
Closed -$234K – 375
2021
Q2 		$234K Sell
17,136
-284
-2% -$4.07K 0.01% 423
2021
Q1 		$239K Sell
17,420
-9,059
-34% -$120K 0.01% 391
2020
Q4 		$281K Sell
26,479
-143,934
-84% -$1.4M 0.01% 331
2020
Q3 		$1.41M Buy
170,413
+45,119
+36% +$417K 0.07% 137
2020
Q2 		$1.2M Buy
125,294
+19,443
+18% +$176K 0.07% 133
2020
Q1 		$714K Buy
105,851
+18,252
+21% +$272K 0.05% 155
2019
Q4 		$1.53M Buy
+87,599
New +$1.44M 0.1% 113
2019
Q3 		– Sell
-10,235
Closed -$162K – 378
2019
Q2 		$162K Buy
+10,235
New +$161K 0.01% 356
2017
Q2 		– Sell
-12,987
Closed -$256K – 289
2017
Q1 		$256K Sell
12,987
-2,334
-15% -$43.2K 0.03% 226
2016
Q4 		$269K Buy
15,321
+4,991
+48% +$89.4K 0.04% 216
2016
Q3 		$180K Sell
10,330
-1,201
-10% -$21.1K 0.03% 230
2016
Q2 		$192K Buy
+11,531
New +$193K 0.05% 233

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Sequoia Financial Advisors's MFIC Position: Q2 2024 in Review

Sequoia Financial Advisors sold out of MidCap Financial Investment (MFIC) in Q2 2024, closing a stake of 10,191 shares — an estimated $153K sold.

Sequoia Financial Advisors first reported a position in MFIC in Q2 2016 and held it in 22 quarters. The position peaked at $1.53M in Q4 2019. 127 funds tracked by Wall St. Rank hold MFIC as of Q2 2024.

  • Sequoia Financial Advisors reported no remaining MidCap Financial Investment position as of Q2 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 10,191 MidCap Financial Investment shares in Q2 2024, an estimated $153K.
  • Sequoia Financial Advisors first reported a position in MidCap Financial Investment in Q2 2016 and held it in 22 quarters.
  • Sequoia Financial Advisors's MidCap Financial Investment position peaked at $1.53M in Q4 2019.
  • 127 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2024.

Based on Sequoia Financial Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.