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Stokes Family Office’s Medallion Financial MFIN Stock Holding History

Stokes Family Office’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
-10,173
Closed -$71.4K – 289
2023
Q3 		$71.4K Sell
10,173
-1,350
-12% -$11.1K 0.01% 331
2023
Q2 		$91.1K Sell
11,523
-2,422
-17% -$16.6K 0.01% 319
2023
Q1 		$107K Buy
+13,945
New +$112K 0.01% 287
2022
Q4 		– Sell
-12,791
Closed -$90K – 289
2022
Q3 		$90K Buy
+12,791
New +$91.5K 0.01% 258

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

Stokes Family Office's MFIN Position: Q4 2023 in Review

Stokes Family Office sold out of Medallion Financial (MFIN) in Q4 2023, closing a stake of 10,173 shares — an estimated $71.4K sold.

Stokes Family Office first reported a position in MFIN in Q3 2022 and held it in 4 quarters. The position peaked at $107K in Q1 2023. 76 funds tracked by Wall St. Rank hold MFIN as of Q4 2023.

  • Stokes Family Office reported no remaining Medallion Financial position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 10,173 Medallion Financial shares in Q4 2023, an estimated $71.4K.
  • Stokes Family Office first reported a position in Medallion Financial in Q3 2022 and held it in 4 quarters.
  • Stokes Family Office's Medallion Financial position peaked at $107K in Q1 2023.
  • 76 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.