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Concourse Financial Group Securities’s MGIC Investment MTG Stock Holding History

Concourse Financial Group Securities’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
-3
Closed -$39 – 2336
2022
Q3 		$0 Hold
3
– – ﹤0.01% 2196
2022
Q2 		$0 Buy
+3
New +$39 ﹤0.01% 2272
2019
Q1 		– Sell
-105
Closed -$1.31K – 2353
2018
Q4 		$1K Buy
+105
New +$1.23K ﹤0.01% 2031

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Concourse Financial Group Securities's MTG Position: Q4 2022 in Review

Concourse Financial Group Securities sold out of MGIC Investment (MTG) in Q4 2022, closing a stake of 3 shares — an estimated $39 sold.

Concourse Financial Group Securities first reported a position in MTG in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 363 funds tracked by Wall St. Rank hold MTG as of Q4 2022.

  • Concourse Financial Group Securities reported no remaining MGIC Investment position as of Q4 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3 MGIC Investment shares in Q4 2022, an estimated $39.
  • Concourse Financial Group Securities first reported a position in MGIC Investment in Q4 2018 and held it in 3 quarters.
  • Concourse Financial Group Securities's MGIC Investment position peaked at $1K in Q4 2018.
  • 363 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2022.

Based on Concourse Financial Group Securities's 13F filing for Q4 2022, filed 30 Jan 2023.