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Sowell Financial Services’s NMI Holdings NMIH Stock Holding History

Sowell Financial Services’s Portfolio NMIH Stock Details NMIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-167
Closed -$3K – 2805
2020
Q3 		$3K Hold
167
– – ﹤0.01% 2145
2020
Q2 		$3K Hold
167
– – ﹤0.01% 2063
2020
Q1 		$2K Sell
167
-14,465
-99% -$383K ﹤0.01% 2095
2019
Q4 		$485K Buy
14,632
+14,465
+8,662% +$452K 0.04% 458
2019
Q3 		$4K Buy
+167
New +$4.57K ﹤0.01% 1858

Other funds holding NMIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's NMIH Position: Q4 2020 in Review

Sowell Financial Services sold out of NMI Holdings (NMIH) in Q4 2020, closing a stake of 167 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in NMIH in Q3 2019 and held it in 5 quarters. The position peaked at $485K in Q4 2019. 197 funds tracked by Wall St. Rank hold NMIH as of Q4 2020.

  • Sowell Financial Services reported no remaining NMI Holdings position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 167 NMI Holdings shares in Q4 2020, an estimated $3K.
  • Sowell Financial Services first reported a position in NMI Holdings in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's NMI Holdings position peaked at $485K in Q4 2019.
  • 197 funds tracked by Wall St. Rank held NMI Holdings as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.