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Morton Brown Family Wealth’s Magna International MGA Stock Holding History

Morton Brown Family Wealth’s Portfolio MGA Stock Details MGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-50
Closed -$2.09K – 342
2024
Q4 		$2.09K Hold
50
– – ﹤0.01% 230
2024
Q3 		$2.05K Buy
+50
New +$2.09K ﹤0.01% 225

Other funds holding MGA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morton Brown Family Wealth's MGA Position: Q1 2025 in Review

Morton Brown Family Wealth sold out of Magna International (MGA) in Q1 2025, closing a stake of 50 shares — an estimated $2.09K sold.

Morton Brown Family Wealth first reported a position in MGA in Q3 2024 and held it in 2 quarters. The position peaked at $2.09K in Q4 2024. 362 funds tracked by Wall St. Rank hold MGA as of Q1 2025.

  • Morton Brown Family Wealth reported no remaining Magna International position as of Q1 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 50 Magna International shares in Q1 2025, an estimated $2.09K.
  • Morton Brown Family Wealth first reported a position in Magna International in Q3 2024 and held it in 2 quarters.
  • Morton Brown Family Wealth's Magna International position peaked at $2.09K in Q4 2024.
  • 362 funds tracked by Wall St. Rank held Magna International as of Q1 2025.

Based on Morton Brown Family Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.