JWM
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Janiczek Wealth Management’s MGIC Investment MTG Stock Holding History

Janiczek Wealth 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
Q2 		$291K Buy
13,515
+7,943
+143% +$165K 0.06% 134
2024
Q1 		$125K Hold
5,572
– – 0.03% 255
2023
Q4 		$107K Buy
5,572
+1,269
+29% +$22.5K 0.03% 251
2023
Q3 		$71.8K Hold
4,303
– – 0.02% 309
2023
Q2 		$67.9K Hold
4,303
– – 0.02% 280
2023
Q1 		$60.9K Sell
4,303
-2,081
-33% -$28K 0.02% 289
2022
Q4 		$84.8K Sell
6,384
-1,990
-24% -$26.2K 0.02% 239
2022
Q3 		$105K Buy
8,374
+3,491
+71% +$48.9K 0.03% 187
2022
Q2 		$69K Sell
4,883
-2,895
-37% -$38.1K 0.02% 257
2022
Q1 		$105K Buy
7,778
+4,285
+123% +$64.2K 0.03% 201
2021
Q4 		$50K Sell
3,493
-16
-0.5% -$242 0.02% 309
2021
Q3 		$52K Buy
3,509
+1,934
+123% +$28K 0.02% 276
2021
Q2 		$21K Buy
1,575
+381
+32% +$5.47K 0.01% 415
2021
Q1 		$17K Sell
1,194
-233
-16% -$2.97K 0.01% 435
2020
Q4 		$18K Buy
1,427
+833
+140% +$9.42K 0.01% 367
2020
Q3 		$5K Buy
+594
New +$5.06K ﹤0.01% 342

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janiczek Wealth Management's MTG Position: Q2 2024 in Review

Janiczek Wealth Management increased its MGIC Investment (MTG) stake by 143% in Q2 2024, buying an estimated $165K and bringing the position to 13,515 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #134.

Janiczek Wealth Management first reported a position in MTG in Q3 2020 and has held it in 16 quarters since. 389 funds tracked by Wall St. Rank hold MTG as of Q2 2024.

  • Janiczek Wealth Management held 13,515 shares of MGIC Investment worth $291K as of Q2 2024.
  • Janiczek Wealth Management bought 7,943 MGIC Investment shares in Q2 2024, an estimated $165K.
  • MGIC Investment made up 0.06% of Janiczek Wealth Management's portfolio in Q2 2024, its #134 holding.
  • Janiczek Wealth Management first reported a position in MGIC Investment in Q3 2020 and has held it in 16 quarters since.
  • 389 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.