SV
MDRR

Stilwell Value’s Medalist Diversified Inc MDRR Stock Holding History

Stilwell Value’s Portfolio MDRR Stock Details MDRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19,496
Closed -$205K – 36
2023
Q4 		$205K Buy
19,496
+8,078
+71% +$85.1K 0.11% 30
2023
Q3 		$121K Buy
+11,418
New +$123K 0.07% 35

Other funds holding MDRR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stilwell Value's MDRR Position: Q1 2024 in Review

Stilwell Value sold out of Medalist Diversified Inc (MDRR) in Q1 2024, closing a stake of 19,496 shares — an estimated $205K sold.

Stilwell Value first reported a position in MDRR in Q3 2023 and held it in 2 quarters. The position peaked at $205K in Q4 2023. 6 funds tracked by Wall St. Rank hold MDRR as of Q1 2024.

  • Stilwell Value reported no remaining Medalist Diversified Inc position as of Q1 2024 after selling out during the quarter.
  • Stilwell Value sold 19,496 Medalist Diversified Inc shares in Q1 2024, an estimated $205K.
  • Stilwell Value first reported a position in Medalist Diversified Inc in Q3 2023 and held it in 2 quarters.
  • Stilwell Value's Medalist Diversified Inc position peaked at $205K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Medalist Diversified Inc as of Q1 2024.

Based on Stilwell Value's 13F filing for Q1 2024, filed 8 May 2024.