ZIG
MRCC

Zuckerman Investment Group’s Monroe Capital Corp MRCC Stock Holding History

Zuckerman Investment 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
2021
Q4 		– Sell
-17,000
Closed -$177K – 121
2021
Q3 		$177K Hold
17,000
– – 0.03% 110
2021
Q2 		$182K Buy
+17,000
New +$184K 0.03% 111

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
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Zuckerman Investment Group's MRCC Position: Q4 2021 in Review

Zuckerman Investment Group sold out of Monroe Capital Corp (MRCC) in Q4 2021, closing a stake of 17,000 shares — an estimated $177K sold.

Zuckerman Investment Group first reported a position in MRCC in Q2 2021 and held it in 2 quarters. The position peaked at $182K in Q2 2021. 71 funds tracked by Wall St. Rank hold MRCC as of Q4 2021.

  • Zuckerman Investment Group reported no remaining Monroe Capital Corp position as of Q4 2021 after selling out during the quarter.
  • Zuckerman Investment Group sold 17,000 Monroe Capital Corp shares in Q4 2021, an estimated $177K.
  • Zuckerman Investment Group first reported a position in Monroe Capital Corp in Q2 2021 and held it in 2 quarters.
  • Zuckerman Investment Group's Monroe Capital Corp position peaked at $182K in Q2 2021.
  • 71 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q4 2021.

Based on Zuckerman Investment Group's 13F filing for Q4 2021, filed 14 Feb 2022.