OPS
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Orion Portfolio Solutions’s MGIC Investment MTG Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-688
Closed -$6K – 1446
2020
Q2 		$6K Buy
+688
New +$5.15K ﹤0.01% 1399
2020
Q1 		– Sell
-124
Closed -$2K – 2150
2019
Q4 		$2K Buy
+124
New +$1.72K ﹤0.01% 1530

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Orion Portfolio Solutions's MTG Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of MGIC Investment (MTG) in Q3 2020, closing a stake of 688 shares — an estimated $6K sold.

Orion Portfolio Solutions first reported a position in MTG in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q2 2020. 302 funds tracked by Wall St. Rank hold MTG as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining MGIC Investment position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 688 MGIC Investment shares in Q3 2020, an estimated $6K.
  • Orion Portfolio Solutions first reported a position in MGIC Investment in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's MGIC Investment position peaked at $6K in Q2 2020.
  • 302 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.