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Baystate Wealth Management’s MGIC Investment MTG Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$203 Buy
+10
New +$177 ﹤0.01% 1264

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Baystate Wealth Management's MTG Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in MGIC Investment (MTG) in Q4 2023: 10 shares worth $203. The stake represents ﹤0.01% of the portfolio and ranks #1264 among its holdings.

381 funds tracked by Wall St. Rank hold MTG as of Q4 2023.

  • Baystate Wealth Management held 10 shares of MGIC Investment worth $203 as of Q4 2023.
  • MGIC Investment was a new Baystate Wealth Management position in Q4 2023.
  • MGIC Investment made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1264 holding.
  • 381 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.