Tucker Asset Management’s MidCap Financial Investment MFIC Stock Holding History

Tucker Asset Management’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
2024 Q2	–	Sell	-3,741	Closed	-$56.3K	–	1749
2024 Q1	$56.3K	Sell	3,741 -2,204	-37%	-$31.3K	0.01%	408
2023 Q4	$81.3K	Buy	+5,945	New	+$79.2K	0.02%	254
2023 Q2	–	Sell	-301	Closed	-$3.43K	–	1239
2023 Q1	$3.43K	Buy	+301	New	+$3.61K	﹤0.01%	779

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

Two Sigma Advisers New York $51.4B AUM 31.07% 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

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

Tucker Asset Management's MFIC Position: Q2 2024 in Review

Tucker Asset Management sold out of MidCap Financial Investment (MFIC) in Q2 2024, closing a stake of 3,741 shares — an estimated $56.3K sold.

Tucker Asset Management first reported a position in MFIC in Q1 2023 and held it in 3 quarters. The position peaked at $81.3K in Q4 2023. 127 funds tracked by Wall St. Rank hold MFIC as of Q2 2024.

Tucker Asset Management reported no remaining MidCap Financial Investment position as of Q2 2024 after selling out during the quarter.
Tucker Asset Management sold 3,741 MidCap Financial Investment shares in Q2 2024, an estimated $56.3K.
Tucker Asset Management first reported a position in MidCap Financial Investment in Q1 2023 and held it in 3 quarters.
Tucker Asset Management's MidCap Financial Investment position peaked at $81.3K in Q4 2023.
127 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.