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Affinity Investment Advisors’s MGIC Investment MTG Stock Holding History

Affinity Investment Advisors’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-34,646
Closed -$491K – 149
2019
Q4 		$491K Buy
34,646
+6,522
+23% +$90.4K 0.18% 93
2019
Q3 		$354K Buy
28,124
+139
+0.5% +$1.79K 0.11% 112
2019
Q2 		$368K Sell
27,985
-1,298
-4% -$18K 0.11% 117
2019
Q1 		$386K Buy
+29,283
New +$365K 0.08% 109

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Affinity Investment Advisors's MTG Position: Q1 2020 in Review

Affinity Investment Advisors sold out of MGIC Investment (MTG) in Q1 2020, closing a stake of 34,646 shares — an estimated $491K sold.

Affinity Investment Advisors first reported a position in MTG in Q1 2019 and held it in 4 quarters. The position peaked at $491K in Q4 2019. 327 funds tracked by Wall St. Rank hold MTG as of Q1 2020.

  • Affinity Investment Advisors reported no remaining MGIC Investment position as of Q1 2020 after selling out during the quarter.
  • Affinity Investment Advisors sold 34,646 MGIC Investment shares in Q1 2020, an estimated $491K.
  • Affinity Investment Advisors first reported a position in MGIC Investment in Q1 2019 and held it in 4 quarters.
  • Affinity Investment Advisors's MGIC Investment position peaked at $491K in Q4 2019.
  • 327 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2020.

Based on Affinity Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.