Midwest Wealth Management’s MGIC Investment MTG Stock Holding History

Midwest Wealth Management’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
2022 Q1	$1.3M	Buy	95,670 +2,593	+3%	+$38.9K	0.79%	70
2021 Q4	$1.34M	Buy	93,077 +4,668	+5%	+$70.7K	0.84%	64
2021 Q3	$1.32M	Buy	88,409 +3,448	+4%	+$50K	0.91%	57
2021 Q2	$1.16M	Buy	84,961 +5,438	+7%	+$78.1K	0.82%	58
2021 Q1	$1.1M	Buy	79,523 +3,656	+5%	+$46.6K	0.89%	52
2020 Q4	$952K	Buy	+75,867	New	+$858K	0.87%	50

Other funds holding MTG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Midwest Wealth Management's MTG Position: Q1 2022 in Review

Midwest Wealth Management increased its MGIC Investment (MTG) stake by 2.8% in Q1 2022, buying an estimated $38.9K and bringing the position to 95,670 shares worth $1.3M. The position accounts for 0.79% of the portfolio, ranked #70.

Midwest Wealth Management first reported a position in MTG in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.34M in Q4 2021. 350 funds tracked by Wall St. Rank hold MTG as of Q1 2022.

Midwest Wealth Management held 95,670 shares of MGIC Investment worth $1.3M as of Q1 2022.
Midwest Wealth Management bought 2,593 MGIC Investment shares in Q1 2022, an estimated $38.9K.
MGIC Investment made up 0.79% of Midwest Wealth Management's portfolio in Q1 2022, its #70 holding.
Midwest Wealth Management first reported a position in MGIC Investment in Q4 2020 and has held it in 6 quarters since.
Midwest Wealth Management's MGIC Investment position peaked at $1.34M in Q4 2021.
350 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.