IAIM
MTG icon

Industrial Alliance Investment Management’s MGIC Investment MTG Stock Holding History

Industrial Alliance 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
2023
Q2 		– Sell
-5,400
Closed -$72K – 385
2023
Q1 		$72K Buy
5,400
+1,475
+38% +$19.9K ﹤0.01% 491
2022
Q4 		$51K Buy
3,925
+3,097
+374% +$40.7K ﹤0.01% 399
2022
Q3 		$11K Buy
+828
New +$11.6K ﹤0.01% 403

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Industrial Alliance Investment Management's MTG Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of MGIC Investment (MTG) in Q2 2023, closing a stake of 5,400 shares — an estimated $72K sold.

Industrial Alliance Investment Management first reported a position in MTG in Q3 2022 and held it in 3 quarters. The position peaked at $72K in Q1 2023. 358 funds tracked by Wall St. Rank hold MTG as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining MGIC Investment position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 5,400 MGIC Investment shares in Q2 2023, an estimated $72K.
  • Industrial Alliance Investment Management first reported a position in MGIC Investment in Q3 2022 and held it in 3 quarters.
  • Industrial Alliance Investment Management's MGIC Investment position peaked at $72K in Q1 2023.
  • 358 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.