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Key Financial Inc’s NMI Holdings NMIH Stock Holding History

Key Financial Inc’s Portfolio NMIH Stock Details NMIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-283
Closed -$5.76K – 1201
2022
Q4 		$5.76K Hold
283
– – ﹤0.01% 759
2022
Q3 		$6K Hold
283
– – ﹤0.01% 753
2022
Q2 		$5K Hold
283
– – ﹤0.01% 801
2022
Q1 		$6K Buy
+283
New +$6.61K ﹤0.01% 752

Other funds holding NMIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Key Financial Inc's NMIH Position: Q1 2023 in Review

Key Financial Inc sold out of NMI Holdings (NMIH) in Q1 2023, closing a stake of 283 shares — an estimated $5.76K sold.

Key Financial Inc first reported a position in NMIH in Q1 2022 and held it in 4 quarters. The position peaked at $6K in Q3 2022. 235 funds tracked by Wall St. Rank hold NMIH as of Q1 2023.

  • Key Financial Inc reported no remaining NMI Holdings position as of Q1 2023 after selling out during the quarter.
  • Key Financial Inc sold 283 NMI Holdings shares in Q1 2023, an estimated $5.76K.
  • Key Financial Inc first reported a position in NMI Holdings in Q1 2022 and held it in 4 quarters.
  • Key Financial Inc's NMI Holdings position peaked at $6K in Q3 2022.
  • 235 funds tracked by Wall St. Rank held NMI Holdings as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.