United Capital Financial Advisors’s Medalist Diversified Inc MDRR Stock Holding History

United Capital Financial Advisors’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
2022 Q3	–	Sell	-1,000	Closed	-$13K	–	1127
2022 Q2	$13K	Hold	1,000	–	–	﹤0.01%	1111
2022 Q1	$17K	Buy	1,000 +187	+23%	+$3.13K	﹤0.01%	1153
2021 Q4	$16K	Buy	813 +125	+18%	+$2.25K	﹤0.01%	1195
2021 Q3	$14K	Hold	688	–	–	﹤0.01%	1195
2021 Q2	$15K	Hold	688	–	–	﹤0.01%	1214
2021 Q1	$22K	Buy	688 +63	+10%	+$2.34K	﹤0.01%	1177
2020 Q4	$22K	Hold	625	–	–	﹤0.01%	1182
2020 Q3	$12K	Hold	625	–	–	﹤0.01%	1148
2020 Q2	$18K	Hold	625	–	–	﹤0.01%	1180
2020 Q1	$17K	Hold	625	–	–	﹤0.01%	1168
2019 Q4	$35K	Buy	+625	New	+$39.7K	﹤0.01%	1347

Other funds holding MDRR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KCM

Kanawha Capital Management Richmond, Virginia $1.54B AUM 21.3% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

United Capital Financial Advisors's MDRR Position: Q3 2022 in Review

United Capital Financial Advisors sold out of Medalist Diversified Inc (MDRR) in Q3 2022, closing a stake of 1,000 shares — an estimated $13K sold.

United Capital Financial Advisors first reported a position in MDRR in Q4 2019 and held it in 11 quarters. The position peaked at $35K in Q4 2019. 15 funds tracked by Wall St. Rank hold MDRR as of Q3 2022.

United Capital Financial Advisors reported no remaining Medalist Diversified Inc position as of Q3 2022 after selling out during the quarter.
United Capital Financial Advisors sold 1,000 Medalist Diversified Inc shares in Q3 2022, an estimated $13K.
United Capital Financial Advisors first reported a position in Medalist Diversified Inc in Q4 2019 and held it in 11 quarters.
United Capital Financial Advisors's Medalist Diversified Inc position peaked at $35K in Q4 2019.
15 funds tracked by Wall St. Rank held Medalist Diversified Inc as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.