Country Trust Bank’s MGIC Investment MTG Stock Holding History

Country Trust Bank’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 Q4	–	Sell	-4	Closed	-$102	–	391
2024 Q3	$102	Hold	4	–	–	﹤0.01%	373
2024 Q2	$86	Buy	+4	New	+$83	﹤0.01%	375

Other funds holding MTG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Country Trust Bank's MTG Position: Q4 2024 in Review

Country Trust Bank sold out of MGIC Investment (MTG) in Q4 2024, closing a stake of 4 shares — an estimated $102 sold.

Country Trust Bank first reported a position in MTG in Q2 2024 and held it in 2 quarters. The position peaked at $102 in Q3 2024. 410 funds tracked by Wall St. Rank hold MTG as of Q4 2024.

Country Trust Bank reported no remaining MGIC Investment position as of Q4 2024 after selling out during the quarter.
Country Trust Bank sold 4 MGIC Investment shares in Q4 2024, an estimated $102.
Country Trust Bank first reported a position in MGIC Investment in Q2 2024 and held it in 2 quarters.
Country Trust Bank's MGIC Investment position peaked at $102 in Q3 2024.
410 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2024.

Based on Country Trust Bank's 13F filing for Q4 2024, filed 23 Jan 2025.