Morton Brown Family Wealth’s MGIC Investment MTG Stock Holding History

Morton Brown Family Wealth’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 Q3	–	Sell	-116	Closed	-$1K	–	299
2022 Q2	$1K	Buy	+116	New	+$1.53K	﹤0.01%	243

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

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

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

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

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

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Morton Brown Family Wealth's MTG Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of MGIC Investment (MTG) in Q3 2022, closing a stake of 116 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in MTG in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 351 funds tracked by Wall St. Rank hold MTG as of Q3 2022.

Morton Brown Family Wealth reported no remaining MGIC Investment position as of Q3 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 116 MGIC Investment shares in Q3 2022, an estimated $1K.
Morton Brown Family Wealth first reported a position in MGIC Investment in Q2 2022 and held it in 1 quarter.
Morton Brown Family Wealth's MGIC Investment position peaked at $1K in Q2 2022.
351 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.