WG
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Winton Group’s MidCap Financial Investment MFIC Stock Holding History

Winton Group’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
Q1 		– Sell
-38,484
Closed -$526K – 772
2023
Q4 		$526K Buy
38,484
+10,652
+38% +$142K 0.04% 268
2023
Q3 		$383K Sell
27,832
-29,101
-51% -$390K 0.03% 405
2023
Q2 		$715K Sell
56,933
-63,173
-53% -$737K 0.06% 216
2023
Q1 		$1.37M Buy
120,106
+3,393
+3% +$40.7K 0.08% 332
2022
Q4 		$1.33M Sell
116,713
-8,998
-7% -$104K 0.09% 327
2022
Q3 		$1.28M Sell
125,711
-36,790
-23% -$448K 0.08% 332
2022
Q2 		$1.75M Buy
162,501
+16,907
+12% +$207K 0.09% 306
2022
Q1 		$1.93M Buy
145,594
+22,251
+18% +$295K 0.1% 263
2021
Q4 		$1.58M Buy
123,343
+7,622
+7% +$100K 0.1% 307
2021
Q3 		$1.5M Buy
115,721
+10,680
+10% +$145K 0.08% 307
2021
Q2 		$1.43M Buy
105,041
+13,896
+15% +$199K 0.08% 330
2021
Q1 		$1.25M Buy
91,145
+12,427
+16% +$164K 0.07% 342
2020
Q4 		$836K Sell
78,718
-172,209
-69% -$1.67M 0.06% 504
2020
Q3 		$2.08M Buy
250,927
+52,029
+26% +$481K 0.07% 510
2020
Q2 		$1.9M Buy
+198,898
New +$1.8M 0.05% 675
2015
Q1 		– Sell
-13,793
Closed -$307K – 484
2014
Q4 		$307K Buy
13,793
+10,009
+265% +$240K ﹤0.01% 586
2014
Q3 		$93K Sell
3,784
-5,545
-59% -$144K ﹤0.01% 659
2014
Q2 		$241K Buy
+9,329
New +$230K ﹤0.01% 636

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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Winton Group's MFIC Position: Q1 2024 in Review

Winton Group sold out of MidCap Financial Investment (MFIC) in Q1 2024, closing a stake of 38,484 shares — an estimated $526K sold.

Winton Group first reported a position in MFIC in Q2 2014 and held it in 18 quarters. The position peaked at $2.08M in Q3 2020. 128 funds tracked by Wall St. Rank hold MFIC as of Q1 2024.

  • Winton Group reported no remaining MidCap Financial Investment position as of Q1 2024 after selling out during the quarter.
  • Winton Group sold 38,484 MidCap Financial Investment shares in Q1 2024, an estimated $526K.
  • Winton Group first reported a position in MidCap Financial Investment in Q2 2014 and held it in 18 quarters.
  • Winton Group's MidCap Financial Investment position peaked at $2.08M in Q3 2020.
  • 128 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2024.

Based on Winton Group's 13F filing for Q1 2024, filed 14 May 2024.