WG
MRCC

Winton Group’s Monroe Capital Corp MRCC Stock Holding History

Winton Group’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
Q1 		– Sell
-11,683
Closed -$82.5K – 778
2023
Q4 		$82.5K Buy
11,683
+16
+0.1% +$113 0.01% 716
2023
Q3 		$86.9K Buy
+11,667
New +$92.2K 0.01% 723

Other funds holding MRCC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Winton Group's MRCC Position: Q1 2024 in Review

Winton Group sold out of Monroe Capital Corp (MRCC) in Q1 2024, closing a stake of 11,683 shares — an estimated $82.5K sold.

Winton Group first reported a position in MRCC in Q3 2023 and held it in 2 quarters. The position peaked at $86.9K in Q3 2023. 82 funds tracked by Wall St. Rank hold MRCC as of Q1 2024.

  • Winton Group reported no remaining Monroe Capital Corp position as of Q1 2024 after selling out during the quarter.
  • Winton Group sold 11,683 Monroe Capital Corp shares in Q1 2024, an estimated $82.5K.
  • Winton Group first reported a position in Monroe Capital Corp in Q3 2023 and held it in 2 quarters.
  • Winton Group's Monroe Capital Corp position peaked at $86.9K in Q3 2023.
  • 82 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2024.

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