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Planned Solutions’s MGIC Investment MTG Stock Holding History

Planned 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
2024
Q4 		– Sell
-3,400
Closed -$87K – 436
2024
Q3 		$87K Buy
+3,400
New +$81.9K 0.03% 230
2024
Q1 		– Sell
-3,400
Closed -$65.6K – 373
2023
Q4 		$65.6K Buy
+3,400
New +$60.2K 0.03% 243

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Planned Solutions's MTG Position: Q4 2024 in Review

Planned Solutions sold out of MGIC Investment (MTG) in Q4 2024, closing a stake of 3,400 shares — an estimated $87K sold.

Planned Solutions first reported a position in MTG in Q4 2023 and held it in 2 quarters. The position peaked at $87K in Q3 2024. 410 funds tracked by Wall St. Rank hold MTG as of Q4 2024.

  • Planned Solutions reported no remaining MGIC Investment position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 3,400 MGIC Investment shares in Q4 2024, an estimated $87K.
  • Planned Solutions first reported a position in MGIC Investment in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's MGIC Investment position peaked at $87K in Q3 2024.
  • 410 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.