SFC
MRCC

Strategic Financial Concepts’s Monroe Capital Corp MRCC Stock Holding History

Strategic Financial Concepts’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,600
Closed -$2K – 527
2024
Q2 		$2K Buy
+15,600
New +$115K ﹤0.01% 556

Other funds holding MRCC

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HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SIA
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Strategic Financial Concepts's MRCC Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Monroe Capital Corp (MRCC) in Q3 2024, closing a stake of 15,600 shares — an estimated $2K sold.

Strategic Financial Concepts first reported a position in MRCC in Q2 2024 and held it in 1 quarter. The position peaked at $2K in Q2 2024. 80 funds tracked by Wall St. Rank hold MRCC as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Monroe Capital Corp position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 15,600 Monroe Capital Corp shares in Q3 2024, an estimated $2K.
  • Strategic Financial Concepts first reported a position in Monroe Capital Corp in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Monroe Capital Corp position peaked at $2K in Q2 2024.
  • 80 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.