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Sun Life Financial’s MGIC Investment MTG Stock Holding History

Sun Life Financial’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
2019
Q4 		– Sell
-23,182
Closed -$292K – 532
2019
Q3 		$292K Buy
23,182
+131
+0.6% +$1.69K 0.08% 153
2019
Q2 		$303K Hold
23,051
– – 0.08% 142
2019
Q1 		$304K Buy
23,051
+124
+0.5% +$1.54K 0.07% 152
2018
Q4 		$240K Buy
+22,927
New +$268K 0.05% 167

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 $3.38T AUM 44.17% 1-Year Est. Return

Sun Life Financial's MTG Position: Q4 2019 in Review

Sun Life Financial sold out of MGIC Investment (MTG) in Q4 2019, closing a stake of 23,182 shares — an estimated $292K sold.

Sun Life Financial first reported a position in MTG in Q4 2018 and held it in 4 quarters. The position peaked at $304K in Q1 2019. 337 funds tracked by Wall St. Rank hold MTG as of Q4 2019.

  • Sun Life Financial reported no remaining MGIC Investment position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 23,182 MGIC Investment shares in Q4 2019, an estimated $292K.
  • Sun Life Financial first reported a position in MGIC Investment in Q4 2018 and held it in 4 quarters.
  • Sun Life Financial's MGIC Investment position peaked at $304K in Q1 2019.
  • 337 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.