MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 6, 2024), MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income reported 13 stock positions worth $75.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 47.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.6%) and Vanguard Russell 1000 Value (VONV, 10.1%). Compared with Q4 2023, it opened 1 new position, added to 1 and reduced 2. The biggest buy was a new position in SS SPDR BB High Yield Bond (JNK) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −2%).
- Most Recent 13F
- Q4 2024
- Location
- CHICAGO, IL
- CIK
- 0000846788
- Portfolio Value
- $75.6M (Q1 2024)
- SEC Filing
- 0001947591-24-000005 ↗ filed May 6, 2024
Holdings Value
Holdings 13 stocks · $75.6M
| VOO Vanguard S&P 500 ETF | 47.80% | 75,151 | $36.1M | Reduce -1.9% |
| VEA Vanguard Ftse Developed ETF | 10.62% | 160,036 | $8.0M | No change |
| VONV Vanguard Russell 1000 Value | 10.12% | 97,234 | $7.6M | Reduce -2.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 6.11% | 18,485 | $4.6M | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 5.35% | 52,000 | $4.0M | Add +30.0% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 4.79% | 35,130 | $3.6M | No change |
| JNK SS SPDR BB High Yield Bond | 4.03% | 32,000 | $3.0M | New |
| VWO Vanguard Ftse Emerging Marke | 3.34% | 60,414 | $2.5M | No change |
| GFR Greenfire Resources Ltd. | 3.19% | 403,690 | $2.4M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 3.02% | 9,995 | $2.3M | No change |
| VNQ Vanguard Real Estate ETF | 0.64% | 5,560 | $481K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.57% | 8,404 | $431K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.42% | 3,914 | $320K | No change |