WA
MFIN icon

Wasatch Advisors’s Medallion Financial MFIN Stock Holding History

Wasatch Advisors’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
2018
Q3 		– Sell
-49,913
Closed -$274K – 259
2018
Q2 		$274K Sell
49,913
-10,000
-17% -$48.1K ﹤0.01% 274
2018
Q1 		$279K Sell
59,913
-20,500
-25% -$94K ﹤0.01% 288
2017
Q4 		$286K Sell
80,413
-12,500
-13% -$34.1K ﹤0.01% 287
2017
Q3 		$202K Hold
92,913
– – ﹤0.01% 320
2017
Q2 		$222K Sell
92,913
-20,000
-18% -$45.5K ﹤0.01% 337
2017
Q1 		$224K Sell
112,913
-70,452
-38% -$170K ﹤0.01% 339
2016
Q4 		$554K Buy
183,365
+27,265
+17% +$99.2K 0.01% 329
2016
Q3 		$659K Sell
156,100
-3,800
-2% -$22K 0.01% 324
2016
Q2 		$1.18M Hold
159,900
– – 0.02% 306
2016
Q1 		$1.5M Sell
159,900
-54,150
-25% -$414K 0.02% 284
2015
Q4 		$1.51M Sell
214,050
-332,000
-61% -$2.59M 0.02% 305
2015
Q3 		$4.14M Sell
546,050
-121,400
-18% -$964K 0.06% 230
2015
Q2 		$5.57M Buy
667,450
+39,150
+6% +$389K 0.06% 235
2015
Q1 		$5.82M Hold
628,300
– – 0.06% 220
2014
Q4 		$6.29M Buy
628,300
+286,100
+84% +$3.12M 0.07% 220
2014
Q3 		$3.99M Buy
342,200
+156,423
+84% +$1.86M 0.04% 263
2014
Q2 		$2.31M Buy
+185,777
New +$2.44M 0.02% 311

Other funds holding MFIN

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Wasatch Advisors's MFIN Position: Q3 2018 in Review

Wasatch Advisors sold out of Medallion Financial (MFIN) in Q3 2018, closing a stake of 49,913 shares — an estimated $274K sold.

Wasatch Advisors first reported a position in MFIN in Q2 2014 and held it in 17 quarters. The position peaked at $6.29M in Q4 2014. 42 funds tracked by Wall St. Rank hold MFIN as of Q3 2018.

  • Wasatch Advisors reported no remaining Medallion Financial position as of Q3 2018 after selling out during the quarter.
  • Wasatch Advisors sold 49,913 Medallion Financial shares in Q3 2018, an estimated $274K.
  • Wasatch Advisors first reported a position in Medallion Financial in Q2 2014 and held it in 17 quarters.
  • Wasatch Advisors's Medallion Financial position peaked at $6.29M in Q4 2014.
  • 42 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2018.

Based on Wasatch Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.