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Spotlight Asset Group’s MGIC Investment MTG Stock Holding History

Spotlight Asset Group’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
Q2 		$105K Hold
4,865
– – 0.07% 103
2024
Q1 		$109K Hold
4,865
– – 0.08% 103
2023
Q4 		$81.2K Hold
4,865
– – 0.07% 110
2023
Q3 		$81.2K Hold
4,865
– – 0.07% 110
2023
Q2 		$76.8K Buy
+4,865
New +$72.2K 0.07% 111

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spotlight Asset Group's MTG Position: Q2 2024 in Review

Spotlight Asset Group held its MGIC Investment (MTG) position steady in Q2 2024 at 4,865 shares worth $105K. The position accounts for 0.07% of the portfolio, ranked #103.

Spotlight Asset Group first reported a position in MTG in Q2 2023 and has held it in 5 quarters since. The position peaked at $109K in Q1 2024. 389 funds tracked by Wall St. Rank hold MTG as of Q2 2024.

  • Spotlight Asset Group held 4,865 shares of MGIC Investment worth $105K as of Q2 2024.
  • Spotlight Asset Group left its MGIC Investment share count unchanged in Q2 2024.
  • MGIC Investment made up 0.07% of Spotlight Asset Group's portfolio in Q2 2024, its #103 holding.
  • Spotlight Asset Group first reported a position in MGIC Investment in Q2 2023 and has held it in 5 quarters since.
  • Spotlight Asset Group's MGIC Investment position peaked at $109K in Q1 2024.
  • 389 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.