DI
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Disciplined Investments’s MGIC Investment MTG Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-81
Closed -$1.28K – 1016
2023
Q2 		$1.28K Hold
81
– – ﹤0.01% 852
2023
Q1 		$1.09K Buy
81
+7
+9% +$94 ﹤0.01% 919
2022
Q4 		$962 Buy
74
+62
+517% +$815 ﹤0.01% 920
2022
Q3 		$0 Sell
12
-76
-86% -$1.06K ﹤0.01% 1463
2022
Q2 		$1K Buy
88
+14
+19% +$184 ﹤0.01% 1019
2022
Q1 		$1K Buy
+74
New +$1.11K ﹤0.01% 1084

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Disciplined Investments's MTG Position: Q3 2023 in Review

Disciplined Investments sold out of MGIC Investment (MTG) in Q3 2023, closing a stake of 81 shares — an estimated $1.28K sold.

Disciplined Investments first reported a position in MTG in Q1 2022 and held it in 6 quarters. The position peaked at $1.28K in Q2 2023. 371 funds tracked by Wall St. Rank hold MTG as of Q3 2023.

  • Disciplined Investments reported no remaining MGIC Investment position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 81 MGIC Investment shares in Q3 2023, an estimated $1.28K.
  • Disciplined Investments first reported a position in MGIC Investment in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's MGIC Investment position peaked at $1.28K in Q2 2023.
  • 371 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.