Zeke Capital Advisors’s Medallion Financial MFIN Stock Holding History

Zeke Capital Advisors’s Portfolio MFIN Stock Details MFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$412K	Hold	57,671	–	–	0.03%	276
2022 Q3	$405K	Hold	57,671	–	–	0.03%	247
2022 Q2	$369K	Hold	57,671	–	–	0.02%	270
2022 Q1	$490K	Hold	57,671	–	–	0.02%	240
2021 Q4	$334K	Hold	57,671	–	–	0.02%	216
2021 Q3	$452K	Hold	57,671	–	–	0.03%	156
2021 Q2	$511K	Hold	57,671	–	–	0.03%	148
2021 Q1	$407K	Hold	57,671	–	–	0.03%	160
2020 Q4	$283K	Hold	57,671	–	–	0.02%	203
2020 Q3	$144K	Hold	57,671	–	–	0.02%	224
2020 Q2	$153K	Hold	57,671	–	–	0.03%	196
2020 Q1	$107K	Hold	57,671	–	–	0.03%	208
2019 Q4	$419K	Hold	57,671	–	–	0.03%	412
2019 Q3	$369K	Hold	57,671	–	–	0.03%	414
2019 Q2	$389K	Hold	57,671	–	–	0.04%	414
2019 Q1	$398K	Hold	57,671	–	–	0.04%	414
2018 Q4	$270K	Buy	+57,671	New	+$353K	0.03%	457

Other funds holding MFIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

CCM

Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Zeke Capital Advisors's MFIN Position: Q4 2022 in Review

Zeke Capital Advisors held its Medallion Financial (MFIN) position steady in Q4 2022 at 57,671 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #276.

Zeke Capital Advisors first reported a position in MFIN in Q4 2018 and has held it in 17 quarters since. The position peaked at $511K in Q2 2021. 53 funds tracked by Wall St. Rank hold MFIN as of Q4 2022.

Zeke Capital Advisors held 57,671 shares of Medallion Financial worth $412K as of Q4 2022.
Zeke Capital Advisors left its Medallion Financial share count unchanged in Q4 2022.
Medallion Financial made up 0.03% of Zeke Capital Advisors's portfolio in Q4 2022, its #276 holding.
Zeke Capital Advisors first reported a position in Medallion Financial in Q4 2018 and has held it in 17 quarters since.
Zeke Capital Advisors's Medallion Financial position peaked at $511K in Q2 2021.
53 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.