RWM
MGIC

Ritholtz Wealth Management’s Magic Software Enterprises MGIC Stock Holding History

Ritholtz Wealth Management’s Portfolio MGIC Stock Details MGIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13,121
Closed -$204K – 677
2022
Q3 		$204K Sell
13,121
-1,680
-11% -$30.1K 0.01% 653
2022
Q2 		$263K Sell
14,801
-1,599
-10% -$27.4K 0.02% 436
2022
Q1 		$283K Sell
16,400
-976
-6% -$18.3K 0.02% 430
2021
Q4 		$364K Sell
17,376
-2,686
-13% -$58.4K 0.02% 369
2021
Q3 		$401K Sell
20,062
-5,634
-22% -$106K 0.03% 317
2021
Q2 		$417K Buy
25,696
+7,279
+40% +$117K 0.03% 296
2021
Q1 		$280K Buy
18,417
+3,601
+24% +$59.3K 0.02% 323
2020
Q4 		$232K Buy
14,816
+3,554
+32% +$51.1K 0.02% 307
2020
Q3 		$148K Buy
+11,262
New +$147K 0.02% 284

Other funds holding MGIC

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Ritholtz Wealth Management's MGIC Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of Magic Software Enterprises (MGIC) in Q4 2022, closing a stake of 13,121 shares — an estimated $204K sold.

Ritholtz Wealth Management first reported a position in MGIC in Q3 2020 and held it in 9 quarters. The position peaked at $417K in Q2 2021. 59 funds tracked by Wall St. Rank hold MGIC as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining Magic Software Enterprises position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 13,121 Magic Software Enterprises shares in Q4 2022, an estimated $204K.
  • Ritholtz Wealth Management first reported a position in Magic Software Enterprises in Q3 2020 and held it in 9 quarters.
  • Ritholtz Wealth Management's Magic Software Enterprises position peaked at $417K in Q2 2021.
  • 59 funds tracked by Wall St. Rank held Magic Software Enterprises as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.