Money Concepts Capital’s MGIC Investment MTG Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-80	Closed	-$1.04K	–	1978
2022 Q4	$1.04K	Buy	+80	New	+$1.05K	﹤0.01%	2871

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Money Concepts Capital's MTG Position: Q1 2023 in Review

Money Concepts Capital sold out of MGIC Investment (MTG) in Q1 2023, closing a stake of 80 shares — an estimated $1.04K sold.

Money Concepts Capital first reported a position in MTG in Q4 2022 and held it in 1 quarter. The position peaked at $1.04K in Q4 2022. 352 funds tracked by Wall St. Rank hold MTG as of Q1 2023.

Money Concepts Capital reported no remaining MGIC Investment position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 80 MGIC Investment shares in Q1 2023, an estimated $1.04K.
Money Concepts Capital first reported a position in MGIC Investment in Q4 2022 and held it in 1 quarter.
Money Concepts Capital's MGIC Investment position peaked at $1.04K in Q4 2022.
352 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.