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IBM Retirement Fund’s MGIC Investment MTG Stock Holding History

IBM Retirement Fund’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
2021
Q2 		– Sell
-11,345
Closed -$157K – 776
2021
Q1 		$157K Sell
11,345
-1,201
-10% -$15.3K 0.01% 769
2020
Q4 		$157K Buy
12,546
+1,581
+14% +$17.9K 0.01% 768
2020
Q3 		$97K Buy
+10,965
New +$93.4K 0.01% 672

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

IBM Retirement Fund's MTG Position: Q2 2021 in Review

IBM Retirement Fund sold out of MGIC Investment (MTG) in Q2 2021, closing a stake of 11,345 shares — an estimated $157K sold.

IBM Retirement Fund first reported a position in MTG in Q3 2020 and held it in 3 quarters. The position peaked at $157K in Q1 2021. 308 funds tracked by Wall St. Rank hold MTG as of Q2 2021.

  • IBM Retirement Fund reported no remaining MGIC Investment position as of Q2 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 11,345 MGIC Investment shares in Q2 2021, an estimated $157K.
  • IBM Retirement Fund first reported a position in MGIC Investment in Q3 2020 and held it in 3 quarters.
  • IBM Retirement Fund's MGIC Investment position peaked at $157K in Q1 2021.
  • 308 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2021.

Based on IBM Retirement Fund's 13F filing for Q2 2021, filed 12 Jul 2021.