Berman Capital Advisors’s MGIC Investment MTG Stock Holding History

Berman Capital 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
2021 Q3	$3K	Hold	259	–	–	﹤0.01%	1600
2021 Q2	$3K	Buy	259 +1	+0.4%	+$14	﹤0.01%	1503
2021 Q1	$3K	Sell	258 -1	-0.4%	-$13	﹤0.01%	1427
2020 Q4	$3K	Buy	259 +1	+0.4%	+$11	﹤0.01%	1314
2020 Q3	$2K	Hold	258	–	–	﹤0.01%	1316
2020 Q2	$2K	Buy	+258	New	+$1.93K	﹤0.01%	1295

Other funds holding MTG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's MTG Position: Q3 2021 in Review

Berman Capital Advisors held its MGIC Investment (MTG) position steady in Q3 2021 at 259 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Berman Capital Advisors first reported a position in MTG in Q2 2020 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold MTG as of Q3 2021.

Berman Capital Advisors held 259 shares of MGIC Investment worth $3K as of Q3 2021.
Berman Capital Advisors left its MGIC Investment share count unchanged in Q3 2021.
MGIC Investment made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1600 holding.
Berman Capital Advisors first reported a position in MGIC Investment in Q2 2020 and has held it in 6 quarters since.
313 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.