Mesirow Financial Investment Management Equity & Fixed Income Portfolio Holdings

Mesirow Financial Investment Management Equity & Fixed Income

  • $95.5 Million
  • Q4 2024

Mesirow Financial Investment Management Equity & Fixed Income has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $95.5 Million distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $35.1M, Spdr Bloomberg High Yield Bond with a value of $23.1M, Ishares Tr with a value of $7.87M, Vanguard Ftse Developed Market with a value of $7.65M, and Vanguard Russell 1000 Value Et with a value of $7.05M.

Examining the 13F form we can see an decrease of $1.72M in the current position value, from $97.3M to 95.5M.

Mesirow Financial Investment Management Equity & Fixed Income is based out at Chicago, IL

Below you can find more details about Mesirow Financial Investment Management Equity & Fixed Income portfolio as well as his latest detailed transactions.

Portfolio value $95.5 Million
ETFs: $95.5 Million
Communication Services: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35.1 Million 36.74% of portfolio
65,142
Q4 2024 Reduced 5.75%
$0
$23.1 Million 24.18% of portfolio
242,000
Q4 2024 Added 70.42%
$0
$7.87 Million 8.23% of portfolio
100,000
Q4 2024 Reduced 46.81%
$0
$7.65 Million 8.01% of portfolio
160,036
Q1 2023 Added 1.69%
$0
$7.05 Million 7.38% of portfolio
86,807
Q4 2024 Reduced 5.17%
$0
$4.81 Million 5.04% of portfolio
18,226
Q4 2024 Reduced 8.95%
$0
$3.51 Million 3.67% of portfolio
33,264
Q4 2024 Reduced 5.31%
$0
$2.66 Million 2.78% of portfolio
60,414
Q1 2023 Added 17.26%
$0
$2.58 Million 2.7% of portfolio
10,725
Q3 2024 Added 7.3%
$0
$452,000 0.47% of portfolio
5,082
Q4 2024 Reduced 8.6%
$0
$434,000 0.45% of portfolio
8,404
Q3 2023 Reduced 5.32%
$0
$320,000 0.33% of portfolio
3,914
Q3 2023 Reduced 6.99%
Greenfire Res LTD New
-
$0 0.0% of portfolio
-
Q4 2023 Reduced 42.86%
$1.14T
$0 0.0% of portfolio
5
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $95.5 Million
  • Prior Value $97.3 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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