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Freedom Investment Management’s MGIC Investment MTG Stock Holding History

Freedom Investment Management’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
-8,693
Closed -$223K – 804
2024
Q3 		$223K Sell
8,693
-1,244
-13% -$30K 0.02% 689
2024
Q2 		$214K Sell
9,937
-244
-2% -$5.06K 0.02% 699
2024
Q1 		$228K Buy
+10,181
New +$203K 0.02% 702
2019
Q1 		– Sell
-12,870
Closed -$135K – 759
2018
Q4 		$135K Sell
12,870
-1,246
-9% -$14.6K 0.01% 725
2018
Q3 		$181K Sell
14,116
-186
-1% -$2.31K 0.01% 857
2018
Q2 		$153K Buy
+14,302
New +$156K 0.01% 924
2018
Q1 		– Sell
-10,232
Closed -$144K – 1177
2017
Q4 		$144K Buy
+10,232
New +$144K 0.01% 1074

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Freedom Investment Management's MTG Position: Q4 2024 in Review

Freedom Investment Management sold out of MGIC Investment (MTG) in Q4 2024, closing a stake of 8,693 shares — an estimated $223K sold.

Freedom Investment Management first reported a position in MTG in Q4 2017 and held it in 7 quarters. The position peaked at $228K in Q1 2024. 410 funds tracked by Wall St. Rank hold MTG as of Q4 2024.

  • Freedom Investment Management reported no remaining MGIC Investment position as of Q4 2024 after selling out during the quarter.
  • Freedom Investment Management sold 8,693 MGIC Investment shares in Q4 2024, an estimated $223K.
  • Freedom Investment Management first reported a position in MGIC Investment in Q4 2017 and held it in 7 quarters.
  • Freedom Investment Management's MGIC Investment position peaked at $228K in Q1 2024.
  • 410 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.