Capital Analysts LLC’s MGIC Investment MTG Stock Holding History

Capital Analysts LLC’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
2022 Q4	–	Sell	-142	Closed	-$2K	–	1132
2022 Q3	$2K	Buy	+142	New	+$1.99K	﹤0.01%	1008

Other funds holding MTG

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital Analysts LLC's MTG Position: Q4 2022 in Review

Capital Analysts LLC sold out of MGIC Investment (MTG) in Q4 2022, closing a stake of 142 shares — an estimated $2K sold.

Capital Analysts LLC first reported a position in MTG in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 363 funds tracked by Wall St. Rank hold MTG as of Q4 2022.

Capital Analysts LLC reported no remaining MGIC Investment position as of Q4 2022 after selling out during the quarter.
Capital Analysts LLC sold 142 MGIC Investment shares in Q4 2022, an estimated $2K.
Capital Analysts LLC first reported a position in MGIC Investment in Q3 2022 and held it in 1 quarter.
Capital Analysts LLC's MGIC Investment position peaked at $2K in Q3 2022.
363 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2022.

Based on Capital Analysts LLC's 13F filing for Q4 2022, filed 8 Feb 2023.