Loring Wolcott & Coolidge Fiduciary Advisors’s MGIC Investment MTG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2021 Q1	–	Sell	-1,750	Closed	-$22K	–	552
2020 Q4	$22K	Hold	1,750	–	–	﹤0.01%	502
2020 Q3	$16K	Hold	1,750	–	–	﹤0.01%	481
2020 Q2	$14K	Hold	1,750	–	–	﹤0.01%	480
2020 Q1	$11K	Hold	1,750	–	–	﹤0.01%	533
2019 Q4	$25K	Buy	+1,750	New	+$24.3K	﹤0.01%	510
2017 Q4	–	Sell	-84	Closed	-$1K	–	829
2017 Q3	$1K	Buy	+84	New	+$977	﹤0.01%	724

Other funds holding MTG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MTG Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of MGIC Investment (MTG) in Q1 2021, closing a stake of 1,750 shares — an estimated $22K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MTG in Q3 2017 and held it in 6 quarters. The position peaked at $25K in Q4 2019. 318 funds tracked by Wall St. Rank hold MTG as of Q1 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining MGIC Investment position as of Q1 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,750 MGIC Investment shares in Q1 2021, an estimated $22K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MGIC Investment in Q3 2017 and held it in 6 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's MGIC Investment position peaked at $25K in Q4 2019.
318 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.