Wolverine Trading’s MidCap Financial Investment MFIC Stock Holding History

Wolverine Trading’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
2025 Q3	$165K	Buy	+13,800	New	+$176K	﹤0.01%	5020
2023 Q1	–	Sell	-68,200	Closed	-$777K	–	4672
2022 Q4	$777K	Sell	68,200 -29,700	-30%	-$342K	﹤0.01%	2019
2022 Q3	$1M	Buy	97,900 +6,300	+7%	+$76.7K	﹤0.01%	1965
2022 Q2	$982K	Buy	91,600 +32,600	+55%	+$398K	﹤0.01%	1940
2022 Q1	$785K	Sell	59,000 -3,900	-6%	-$51.8K	﹤0.01%	2709
2021 Q4	$810K	Buy	+62,900	New	+$826K	﹤0.01%	2881
2016 Q4	–	Sell	-8,200	Closed	-$143K	–	4861
2016 Q3	$143K	Buy	+8,200	New	+$144K	﹤0.01%	4023

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NCM

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wolverine Trading's MFIC Position: Q1 2023 in Review

Wolverine Trading sold out of MidCap Financial Investment (MFIC) in Q1 2023, closing a stake of 13,928 shares — an estimated $159K sold.

Wolverine Trading first reported a position in MFIC in Q3 2016 and held it in 12 quarters. The position peaked at $254K in Q2 2018. 124 funds tracked by Wall St. Rank hold MFIC as of Q1 2023.

Wolverine Trading reported no remaining MidCap Financial Investment position as of Q1 2023 after selling out during the quarter.
Wolverine Trading sold 13,928 MidCap Financial Investment shares in Q1 2023, an estimated $159K.
Wolverine Trading first reported a position in MidCap Financial Investment in Q3 2016 and held it in 12 quarters.
Wolverine Trading's MidCap Financial Investment position peaked at $254K in Q2 2018.
124 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2023.

Based on Wolverine Trading's 13F filing for Q1 2023, filed 15 May 2023.