WAM
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Wolverine Asset Management’s Fidus Investment FDUS Stock Holding History

Wolverine Asset Management’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-239
Closed -$4K – 2101
2021
Q3 		$4K Buy
+239
New +$4.16K ﹤0.01% 1876
2020
Q4 		– Sell
-1,122
Closed -$11K – 1722
2020
Q3 		$11K Sell
1,122
-9,060
-89% -$87.2K ﹤0.01% 1455
2020
Q2 		$92K Sell
10,182
-33,839
-77% -$294K ﹤0.01% 1115
2020
Q1 		$291K Buy
44,021
+12,426
+39% +$160K ﹤0.01% 803
2019
Q4 		$468K Buy
31,595
+15,937
+102% +$240K 0.01% 808
2019
Q3 		$232K Buy
+15,658
New +$241K ﹤0.01% 967
2019
Q1 		– Sell
-30,578
Closed -$357K – 1485
2018
Q4 		$357K Buy
30,578
+24,977
+446% +$340K ﹤0.01% 1123
2018
Q3 		$81K Buy
+5,601
New +$82.5K ﹤0.01% 1306
2014
Q3 		– Sell
-2,955
Closed -$60K – 2515
2014
Q2 		$60K Buy
+2,955
New +$55K ﹤0.01% 1320

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wolverine Asset Management's FDUS Position: Q4 2021 in Review

Wolverine Asset Management sold out of Fidus Investment (FDUS) in Q4 2021, closing a stake of 239 shares — an estimated $4K sold.

Wolverine Asset Management first reported a position in FDUS in Q2 2014 and held it in 9 quarters. The position peaked at $468K in Q4 2019. 75 funds tracked by Wall St. Rank hold FDUS as of Q4 2021.

  • Wolverine Asset Management reported no remaining Fidus Investment position as of Q4 2021 after selling out during the quarter.
  • Wolverine Asset Management sold 239 Fidus Investment shares in Q4 2021, an estimated $4K.
  • Wolverine Asset Management first reported a position in Fidus Investment in Q2 2014 and held it in 9 quarters.
  • Wolverine Asset Management's Fidus Investment position peaked at $468K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2021.

Based on Wolverine Asset Management's 13F filing for Q4 2021, filed 9 Feb 2022.