MIA
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Milestone Investment Advisors’s NMI Holdings NMIH Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-12,544
Closed -$340K – 333
2023
Q3 		$340K Buy
+12,544
New +$349K 0.1% 76
2023
Q2 		– Sell
-12,544
Closed -$280K – 329
2023
Q1 		$280K Buy
+12,544
New +$281K 0.09% 85

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Milestone Investment Advisors's NMIH Position: Q4 2023 in Review

Milestone Investment Advisors sold out of NMI Holdings (NMIH) in Q4 2023, closing a stake of 12,544 shares — an estimated $340K sold.

Milestone Investment Advisors first reported a position in NMIH in Q1 2023 and held it in 2 quarters. The position peaked at $340K in Q3 2023. 279 funds tracked by Wall St. Rank hold NMIH as of Q4 2023.

  • Milestone Investment Advisors reported no remaining NMI Holdings position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 12,544 NMI Holdings shares in Q4 2023, an estimated $340K.
  • Milestone Investment Advisors first reported a position in NMI Holdings in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's NMI Holdings position peaked at $340K in Q3 2023.
  • 279 funds tracked by Wall St. Rank held NMI Holdings as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.