KI
MTG icon

Kapitalo Investimentos’s MGIC Investment MTG Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-15,729
Closed -$303K – 454
2023
Q4 		$303K Sell
15,729
-678
-4% -$12K 0.06% 192
2023
Q3 		$274K Sell
16,407
-13,692
-45% -$233K 0.04% 215
2023
Q2 		$475K Buy
+30,099
New +$447K 0.09% 104

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

Kapitalo Investimentos's MTG Position: Q1 2024 in Review

Kapitalo Investimentos sold out of MGIC Investment (MTG) in Q1 2024, closing a stake of 15,729 shares — an estimated $303K sold.

Kapitalo Investimentos first reported a position in MTG in Q2 2023 and held it in 3 quarters. The position peaked at $475K in Q2 2023. 380 funds tracked by Wall St. Rank hold MTG as of Q1 2024.

  • Kapitalo Investimentos reported no remaining MGIC Investment position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 15,729 MGIC Investment shares in Q1 2024, an estimated $303K.
  • Kapitalo Investimentos first reported a position in MGIC Investment in Q2 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's MGIC Investment position peaked at $475K in Q2 2023.
  • 380 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.