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Wintrust Investments’s MidCap Financial Investment MFIC Stock Holding History

Wintrust Investments’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
2023
Q2 		– Sell
-10,539
Closed -$120K – 443
2023
Q1 		$120K Buy
+10,539
New +$126K 0.02% 330
2020
Q3 		– Sell
-16,368
Closed -$157K – 364
2020
Q2 		$157K Buy
+16,368
New +$148K 0.02% 333

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wintrust Investments's MFIC Position: Q2 2023 in Review

Wintrust Investments sold out of MidCap Financial Investment (MFIC) in Q2 2023, closing a stake of 10,539 shares — an estimated $120K sold.

Wintrust Investments first reported a position in MFIC in Q2 2020 and held it in 2 quarters. The position peaked at $157K in Q2 2020. 117 funds tracked by Wall St. Rank hold MFIC as of Q2 2023.

  • Wintrust Investments reported no remaining MidCap Financial Investment position as of Q2 2023 after selling out during the quarter.
  • Wintrust Investments sold 10,539 MidCap Financial Investment shares in Q2 2023, an estimated $120K.
  • Wintrust Investments first reported a position in MidCap Financial Investment in Q2 2020 and held it in 2 quarters.
  • Wintrust Investments's MidCap Financial Investment position peaked at $157K in Q2 2020.
  • 117 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2023.

Based on Wintrust Investments's 13F filing for Q2 2023, filed 10 Aug 2023.