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Annapolis Financial Services’s MGIC Investment MTG Stock Holding History

Annapolis Financial Services’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
2024
Q3 		$269 Buy
+11
New +$265 ﹤0.01% 429

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Annapolis Financial Services's MTG Position: Q3 2024 in Review

Annapolis Financial Services opened a new position in MGIC Investment (MTG) in Q3 2024: 11 shares worth $269. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings.

408 funds tracked by Wall St. Rank hold MTG as of Q3 2024.

  • Annapolis Financial Services held 11 shares of MGIC Investment worth $269 as of Q3 2024.
  • MGIC Investment was a new Annapolis Financial Services position in Q3 2024.
  • MGIC Investment made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #429 holding.
  • 408 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.