GIM
MTG icon

Goelzer Investment Management’s MGIC Investment MTG Stock Holding History

Goelzer 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
2020
Q1 		– Sell
-318,280
Closed -$4.51M – 249
2019
Q4 		$4.51M Sell
318,280
-5,548
-2% -$76.9K 0.39% 83
2019
Q3 		$4.07M Buy
323,828
+440
+0.1% +$5.68K 0.37% 90
2019
Q2 		$4.25M Sell
323,388
-47,430
-13% -$659K 0.39% 82
2019
Q1 		$4.89M Buy
370,818
+2,635
+0.7% +$32.8K 0.46% 70
2018
Q4 		$3.85M Sell
368,183
-8,910
-2% -$104K 0.49% 81
2018
Q3 		$5.02M Buy
377,093
+8,765
+2% +$109K 0.56% 75
2018
Q2 		$3.95M Buy
368,328
+197,748
+116% +$2.15M 0.46% 92
2018
Q1 		$2.22M Buy
+170,580
New +$2.42M 0.27% 128

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goelzer Investment Management's MTG Position: Q1 2020 in Review

Goelzer Investment Management sold out of MGIC Investment (MTG) in Q1 2020, closing a stake of 318,280 shares — an estimated $4.51M sold.

Goelzer Investment Management first reported a position in MTG in Q1 2018 and held it in 8 quarters. The position peaked at $5.02M in Q3 2018. 327 funds tracked by Wall St. Rank hold MTG as of Q1 2020.

  • Goelzer Investment Management reported no remaining MGIC Investment position as of Q1 2020 after selling out during the quarter.
  • Goelzer Investment Management sold 318,280 MGIC Investment shares in Q1 2020, an estimated $4.51M.
  • Goelzer Investment Management first reported a position in MGIC Investment in Q1 2018 and held it in 8 quarters.
  • Goelzer Investment Management's MGIC Investment position peaked at $5.02M in Q3 2018.
  • 327 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2020.

Based on Goelzer Investment Management's 13F filing for Q1 2020, filed 7 May 2020.