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Sowell Financial Services’s MGIC Investment MTG Stock Holding History

Sowell Financial Services’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
2021
Q3 		– Sell
-15,886
Closed -$216K – 529
2021
Q2 		$216K Buy
+15,886
New +$228K 0.01% 507
2021
Q1 		– Sell
-10,532
Closed -$132K – 3226
2020
Q4 		$132K Buy
10,532
+7,930
+305% +$89.7K 0.01% 1039
2020
Q3 		$23K Buy
+2,602
New +$22.2K ﹤0.01% 1503
2020
Q1 		– Sell
-200
Closed -$3K – 2596
2019
Q4 		$3K Buy
+200
New +$2.77K ﹤0.01% 2076

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's MTG Position: Q3 2021 in Review

Sowell Financial Services sold out of MGIC Investment (MTG) in Q3 2021, closing a stake of 15,886 shares — an estimated $216K sold.

Sowell Financial Services first reported a position in MTG in Q4 2019 and held it in 4 quarters. The position peaked at $216K in Q2 2021. 313 funds tracked by Wall St. Rank hold MTG as of Q3 2021.

  • Sowell Financial Services reported no remaining MGIC Investment position as of Q3 2021 after selling out during the quarter.
  • Sowell Financial Services sold 15,886 MGIC Investment shares in Q3 2021, an estimated $216K.
  • Sowell Financial Services first reported a position in MGIC Investment in Q4 2019 and held it in 4 quarters.
  • Sowell Financial Services's MGIC Investment position peaked at $216K in Q2 2021.
  • 313 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2021.

Based on Sowell Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.