M.D. Sass LLC’s MGIC Investment MTG Stock Holding History

M.D. Sass LLC’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
2013 Q4	–	Sell	-170,000	Closed	-$1.24M	–	50
2013 Q3	$1.24M	Hold	170,000	–	–	0.1%	37
2013 Q2	$1.03M	Buy	+170,000	New	+$968K	0.08%	50

Other funds holding MTG

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

M.D. Sass LLC's MTG Position: Q4 2013 in Review

M.D. Sass LLC sold out of MGIC Investment (MTG) in Q4 2013, closing a stake of 170,000 shares — an estimated $1.24M sold.

M.D. Sass LLC first reported a position in MTG in Q2 2013 and held it in 2 quarters. The position peaked at $1.24M in Q3 2013. 221 funds tracked by Wall St. Rank hold MTG as of Q4 2013.

M.D. Sass LLC reported no remaining MGIC Investment position as of Q4 2013 after selling out during the quarter.
M.D. Sass LLC sold 170,000 MGIC Investment shares in Q4 2013, an estimated $1.24M.
M.D. Sass LLC first reported a position in MGIC Investment in Q2 2013 and held it in 2 quarters.
M.D. Sass LLC's MGIC Investment position peaked at $1.24M in Q3 2013.
221 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2013.

Based on M.D. Sass LLC's 13F filing for Q4 2013, filed 13 Feb 2014.