HGERS
MITT

Householder Group Estate & Retirement Specialist’s TPG Mortgage Investment Trust MITT Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio MITT Stock Details MITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-546
Closed -$3K – 1265
2024
Q2 		$3K Buy
+546
New +$3.48K ﹤0.01% 1019

Other funds holding MITT

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Vanguard Group
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NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MITT Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of TPG Mortgage Investment Trust (MITT) in Q3 2024, closing a stake of 546 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in MITT in Q2 2024 and held it in 1 quarter. The position peaked at $3K in Q2 2024. 92 funds tracked by Wall St. Rank hold MITT as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining TPG Mortgage Investment Trust position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 546 TPG Mortgage Investment Trust shares in Q3 2024, an estimated $3K.
  • Householder Group Estate & Retirement Specialist first reported a position in TPG Mortgage Investment Trust in Q2 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's TPG Mortgage Investment Trust position peaked at $3K in Q2 2024.
  • 92 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.