Neo Ivy Capital Management’s MGIC Investment MTG Stock Holding History

Neo Ivy Capital 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
2023 Q3	–	Sell	-7,833	Closed	-$124K	–	413
2023 Q2	$124K	Buy	+7,833	New	+$116K	0.07%	228
2022 Q2	–	Sell	-6,790	Closed	-$92K	–	539
2022 Q1	$92K	Buy	6,790 +6,176	+1,006%	+$92.6K	0.08%	315
2021 Q4	$9K	Sell	614 -6,657	-92%	-$101K	0.01%	388
2021 Q3	$60K	Sell	7,271 -40,300	-85%	-$584K	0.07%	302
2021 Q2	$647K	Buy	47,571 +42,405	+821%	+$609K	0.65%	39
2021 Q1	$72K	Buy	+5,166	New	+$65.9K	0.08%	292
2020 Q4	–	Sell	-11,795	Closed	-$104K	–	525
2020 Q3	$104K	Buy	11,795 +4,524	+62%	+$38.5K	0.11%	282
2020 Q2	$60K	Buy	7,271 +6,456	+792%	+$48.3K	0.07%	302
2020 Q1	$5K	Sell	815 -21,689	-96%	-$262K	0.01%	431
2019 Q4	$319K	Buy	+22,504	New	+$312K	0.37%	137
2019 Q3	–	Sell	-109,380	Closed	-$1.44M	–	354
2019 Q2	$1.44M	Buy	+109,380	New	+$1.52M	0.81%	29

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Neo Ivy Capital Management's MTG Position: Q3 2023 in Review

Neo Ivy Capital Management sold out of MGIC Investment (MTG) in Q3 2023, closing a stake of 7,833 shares — an estimated $124K sold.

Neo Ivy Capital Management first reported a position in MTG in Q2 2019 and held it in 11 quarters. The position peaked at $1.44M in Q2 2019. 372 funds tracked by Wall St. Rank hold MTG as of Q3 2023.

Neo Ivy Capital Management reported no remaining MGIC Investment position as of Q3 2023 after selling out during the quarter.
Neo Ivy Capital Management sold 7,833 MGIC Investment shares in Q3 2023, an estimated $124K.
Neo Ivy Capital Management first reported a position in MGIC Investment in Q2 2019 and held it in 11 quarters.
Neo Ivy Capital Management's MGIC Investment position peaked at $1.44M in Q2 2019.
372 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2023.

Based on Neo Ivy Capital Management's 13F filing for Q3 2023, filed 30 Nov 2023.