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Sequoia Financial Advisors’s Medallion Financial MFIN Stock Holding History

Sequoia Financial Advisors’s Portfolio MFIN Stock Details MFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-57,671
Closed -$405K – 1228
2023
Q3 		$405K Hold
57,671
– – 0.01% 577
2023
Q2 		$456K Buy
+57,671
New +$395K 0.01% 550

Other funds holding MFIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Sequoia Financial Advisors's MFIN Position: Q4 2023 in Review

Sequoia Financial Advisors sold out of Medallion Financial (MFIN) in Q4 2023, closing a stake of 57,671 shares — an estimated $405K sold.

Sequoia Financial Advisors first reported a position in MFIN in Q2 2023 and held it in 2 quarters. The position peaked at $456K in Q2 2023. 76 funds tracked by Wall St. Rank hold MFIN as of Q4 2023.

  • Sequoia Financial Advisors reported no remaining Medallion Financial position as of Q4 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 57,671 Medallion Financial shares in Q4 2023, an estimated $405K.
  • Sequoia Financial Advisors first reported a position in Medallion Financial in Q2 2023 and held it in 2 quarters.
  • Sequoia Financial Advisors's Medallion Financial position peaked at $456K in Q2 2023.
  • 76 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2023.

Based on Sequoia Financial Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.