Latest MESIROW FINANCIAL INVESTMENT MANAGEMENT - EQUITY M Stock Portfolio
$75.58Million
Equity Portfolio Value
Last Reported on: 06 May, 2024
About MESIROW FINANCIAL INVESTMENT MANAGEMENT - EQUITY M and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income reported an equity portfolio of $75.6 Millions as of 31 Mar, 2024.
The top stock holdings of MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income are VOO, VEA, BNDW. The fund has invested 47.8% of it's portfolio in VANGUARD INDEX FDS and 10.6% of portfolio in VANGUARD TAX-MANAGED FDS.
They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD INDEX FDS (VOO). MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income opened new stock positions in SPDR SER TR (BIL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ).
The top stock holdings of MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income are VOO, VEA, BNDW. The fund has invested 47.8% of it's portfolio in VANGUARD INDEX FDS and 10.6% of portfolio in VANGUARD TAX-MANAGED FDS.
They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD INDEX FDS (VOO). MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income opened new stock positions in SPDR SER TR (BIL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ).
New Buys
| Ticker | $ Bought |
|---|---|
| SPDR SER TR | 3,046,400 |
New stocks bought by MESIROW FINANCIAL INVESTMENT MANAGEMENT - EQUITY M
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 30.00 |
Additions to existing portfolio by MESIROW FINANCIAL INVESTMENT MANAGEMENT - EQUITY M
Reductions
| Ticker | % Reduced |
|---|---|
| VANGUARD SCOTTSDALE FDS | -2.62 |
| VANGUARD INDEX FDS | -1.93 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - EQUITY M reduced stake in above stock
Sold off
Current Stock Holdings of MESIROW FINANCIAL INVESTMENT MANAGEMENT - EQUITY M
Last Reported on: 06 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAXJ | ISHARES TR | 5.35 | 52,000 | 4,041,960 | ADDED | 30.00 | |
| AAXJ | ISHARES TR | 0.57 | 8,404 | 430,957 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.42 | 3,914 | 320,087 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 4.03 | 32,000 | 3,046,400 | NEW | ||
| BNDW | VANGUARD SCOTTSDALE FDS | 10.12 | 97,234 | 7,646,480 | REDUCED | -2.62 | |
| IVOG | VANGUARD ADMIRAL FDS INC | 4.79 | 35,130 | 3,618,740 | UNCHANGED | 0.00 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.62 | 160,036 | 8,029,010 | UNCHANGED | 0.00 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.34 | 60,414 | 2,523,490 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 47.80 | 75,151 | 36,125,100 | REDUCED | -1.93 | |
| VOO | VANGUARD INDEX FDS | 6.11 | 18,485 | 4,618,660 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 3.02 | 9,995 | 2,284,760 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 0.64 | 5,560 | 480,829 | UNCHANGED | 0.00 | |
| GREENFIRE RES LTD NEW | 3.19 | 403,690 | 2,412,050 | UNCHANGED | 0.00 |