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Evermay Wealth Management’s Magna International MGA Stock Holding History

Evermay Wealth Management’s Portfolio MGA Stock Details MGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-35
Closed -$1.88K – 685
2023
Q3 		$1.88K Buy
+35
New +$2.04K ﹤0.01% 504
2022
Q3 		– Sell
-19
Closed -$1K – 533
2022
Q2 		$1K Buy
+19
New +$1.16K ﹤0.01% 493

Other funds holding MGA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evermay Wealth Management's MGA Position: Q4 2023 in Review

Evermay Wealth Management sold out of Magna International (MGA) in Q4 2023, closing a stake of 35 shares — an estimated $1.88K sold.

Evermay Wealth Management first reported a position in MGA in Q2 2022 and held it in 2 quarters. The position peaked at $1.88K in Q3 2023. 419 funds tracked by Wall St. Rank hold MGA as of Q4 2023.

  • Evermay Wealth Management reported no remaining Magna International position as of Q4 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 35 Magna International shares in Q4 2023, an estimated $1.88K.
  • Evermay Wealth Management first reported a position in Magna International in Q2 2022 and held it in 2 quarters.
  • Evermay Wealth Management's Magna International position peaked at $1.88K in Q3 2023.
  • 419 funds tracked by Wall St. Rank held Magna International as of Q4 2023.

Based on Evermay Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.