Minot Wealth Management’s MGIC Investment MTG Stock Holding History

Minot 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 Q2	$440K	Hold	34,939	–	–	0.11%	120
2022 Q1	$473K	Hold	34,939	–	–	0.1%	130
2021 Q4	$504K	Hold	34,939	–	–	0.1%	129
2021 Q3	$523K	Hold	34,939	–	–	0.11%	124
2021 Q2	$472K	Hold	34,939	–	–	0.1%	127
2021 Q1	$484K	Hold	34,939	–	–	0.12%	120
2020 Q4	$438K	Hold	34,939	–	–	0.13%	106
2020 Q3	$310K	Buy	34,939 +8,000	+30%	+$68.2K	0.12%	110
2020 Q2	$221K	Hold	26,939	–	–	0.11%	103
2020 Q1	$171K	Hold	26,939	–	–	0.12%	101
2019 Q4	$379K	Buy	+26,939	New	+$373K	0.17%	98

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Minot Wealth Management's MTG Position: Q2 2022 in Review

Minot Wealth Management held its MGIC Investment (MTG) position steady in Q2 2022 at 34,939 shares worth $440K. The position accounts for 0.11% of the portfolio, ranked #120.

Minot Wealth Management first reported a position in MTG in Q4 2019 and has held it in 11 quarters since. The position peaked at $523K in Q3 2021. 340 funds tracked by Wall St. Rank hold MTG as of Q2 2022.

Minot Wealth Management held 34,939 shares of MGIC Investment worth $440K as of Q2 2022.
Minot Wealth Management left its MGIC Investment share count unchanged in Q2 2022.
MGIC Investment made up 0.11% of Minot Wealth Management's portfolio in Q2 2022, its #120 holding.
Minot Wealth Management first reported a position in MGIC Investment in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's MGIC Investment position peaked at $523K in Q3 2021.
340 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.