LF
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Lee Financial’s MGIC Investment MTG Stock Holding History

Lee Financial’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
-83
Closed -$1.6K – 580
2023
Q4 		$1.6K Hold
83
– – ﹤0.01% 771
2023
Q3 		$1.39K Hold
83
– – ﹤0.01% 748
2023
Q2 		$1.31K Hold
83
– – ﹤0.01% 710
2023
Q1 		$1.11K Sell
83
-79
-49% -$1.06K ﹤0.01% 730
2022
Q4 		$2.11K Buy
+162
New +$2.13K ﹤0.01% 683

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

Lee Financial's MTG Position: Q1 2024 in Review

Lee Financial sold out of MGIC Investment (MTG) in Q1 2024, closing a stake of 83 shares — an estimated $1.6K sold.

Lee Financial first reported a position in MTG in Q4 2022 and held it in 5 quarters. The position peaked at $2.11K in Q4 2022. 380 funds tracked by Wall St. Rank hold MTG as of Q1 2024.

  • Lee Financial reported no remaining MGIC Investment position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 83 MGIC Investment shares in Q1 2024, an estimated $1.6K.
  • Lee Financial first reported a position in MGIC Investment in Q4 2022 and held it in 5 quarters.
  • Lee Financial's MGIC Investment position peaked at $2.11K in Q4 2022.
  • 380 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.