SGI
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Summit Global Investments’s MGIC Investment MTG Stock Holding History

Summit Global Investments’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 		– Sell
-39,682
Closed -$887K – 547
2024
Q1 		$887K Sell
39,682
-34,327
-46% -$685K 0.07% 235
2023
Q4 		$1.43M Buy
+74,009
New +$1.31M 0.09% 172
2023
Q2 		– Sell
-45,700
Closed -$613K – 594
2023
Q1 		$613K Buy
+45,700
New +$615K 0.05% 320

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

Summit Global Investments's MTG Position: Q2 2024 in Review

Summit Global Investments sold out of MGIC Investment (MTG) in Q2 2024, closing a stake of 39,682 shares — an estimated $887K sold.

Summit Global Investments first reported a position in MTG in Q1 2023 and held it in 3 quarters. The position peaked at $1.43M in Q4 2023. 389 funds tracked by Wall St. Rank hold MTG as of Q2 2024.

  • Summit Global Investments reported no remaining MGIC Investment position as of Q2 2024 after selling out during the quarter.
  • Summit Global Investments sold 39,682 MGIC Investment shares in Q2 2024, an estimated $887K.
  • Summit Global Investments first reported a position in MGIC Investment in Q1 2023 and held it in 3 quarters.
  • Summit Global Investments's MGIC Investment position peaked at $1.43M in Q4 2023.
  • 389 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2024.

Based on Summit Global Investments's 13F filing for Q2 2024, filed 22 Jul 2024.