Sumitomo Mitsui Trust Group
MTG icon

Sumitomo Mitsui Trust Group’s MGIC Investment MTG Stock Holding History

Sumitomo Mitsui Trust 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
2022
Q3 		– Sell
-18,665
Closed -$235K – 1230
2022
Q2 		$235K Sell
18,665
-1,915
-9% -$25.2K ﹤0.01% 1191
2022
Q1 		$279K Sell
20,580
-5,102
-20% -$76.5K ﹤0.01% 1145
2021
Q4 		$370K Sell
25,682
-3,046
-11% -$46.1K ﹤0.01% 1121
2021
Q3 		$430K Sell
28,728
-2,727
-9% -$39.5K ﹤0.01% 1111
2021
Q2 		$428K Hold
31,455
– – ﹤0.01% 1116
2021
Q1 		$436K Hold
31,455
– – ﹤0.01% 1089
2020
Q4 		$395K Sell
31,455
-199,700
-86% -$2.26M ﹤0.01% 1078
2020
Q3 		$2.05M Sell
231,155
-70,205
-23% -$598K ﹤0.01% 885
2020
Q2 		$2.47M Sell
301,360
-1,636
-0.5% -$12.2K ﹤0.01% 858
2020
Q1 		$1.92M Sell
302,996
-30,304
-9% -$366K ﹤0.01% 874
2019
Q4 		$4.72M Buy
333,300
+15,000
+5% +$208K ﹤0.01% 804
2019
Q3 		$4M Buy
+318,300
New +$4.11M ﹤0.01% 804

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group's MTG Position: Q3 2022 in Review

Sumitomo Mitsui Trust Group sold out of MGIC Investment (MTG) in Q3 2022, closing a stake of 18,665 shares — an estimated $235K sold.

Sumitomo Mitsui Trust Group first reported a position in MTG in Q3 2019 and held it in 12 quarters. The position peaked at $4.72M in Q4 2019. 351 funds tracked by Wall St. Rank hold MTG as of Q3 2022.

  • Sumitomo Mitsui Trust Group reported no remaining MGIC Investment position as of Q3 2022 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 18,665 MGIC Investment shares in Q3 2022, an estimated $235K.
  • Sumitomo Mitsui Trust Group first reported a position in MGIC Investment in Q3 2019 and held it in 12 quarters.
  • Sumitomo Mitsui Trust Group's MGIC Investment position peaked at $4.72M in Q4 2019.
  • 351 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2022.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2022, filed 21 Oct 2022.