Snowden Capital Advisors’s MidCap Financial Investment MFIC Stock Holding History

Snowden Capital 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
2023 Q3	–	Sell	-11,742	Closed	-$147K	–	1133
2023 Q2	$147K	Hold	11,742	–	–	0.01%	1130
2023 Q1	$134K	Hold	11,742	–	–	0.01%	1104
2022 Q4	$134K	Buy	11,742 +240	+2%	+$2.76K	0.01%	1088
2022 Q3	$117K	Hold	11,502	–	–	0.01%	1068
2022 Q2	$123K	Hold	11,502	–	–	0.01%	1077
2022 Q1	$152K	Buy	11,502 +9,130	+385%	+$121K	0.01%	984
2021 Q4	$30K	Buy	+2,372	New	+$31.2K	﹤0.01%	1190

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

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

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

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

AWA

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Snowden Capital Advisors's MFIC Position: Q3 2023 in Review

Snowden Capital Advisors sold out of MidCap Financial Investment (MFIC) in Q3 2023, closing a stake of 11,742 shares — an estimated $147K sold.

Snowden Capital Advisors first reported a position in MFIC in Q4 2021 and held it in 7 quarters. The position peaked at $152K in Q1 2022. 118 funds tracked by Wall St. Rank hold MFIC as of Q3 2023.

Snowden Capital Advisors reported no remaining MidCap Financial Investment position as of Q3 2023 after selling out during the quarter.
Snowden Capital Advisors sold 11,742 MidCap Financial Investment shares in Q3 2023, an estimated $147K.
Snowden Capital Advisors first reported a position in MidCap Financial Investment in Q4 2021 and held it in 7 quarters.
Snowden Capital Advisors's MidCap Financial Investment position peaked at $152K in Q1 2022.
118 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2023.

Based on Snowden Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.