TS Financial Group (TSFG)’s MGIC Investment MTG Stock Holding History

TS Financial Group (TSFG)’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
2023 Q4	–	Sell	-184	Closed	-$3K	–	984
2023 Q3	$3K	Buy	184 +1	+0.5%	+$17	﹤0.01%	765
2023 Q2	$3K	Buy	183 +1	+0.5%	+$15	﹤0.01%	770
2023 Q1	$2K	Buy	182 +1	+0.6%	+$13	﹤0.01%	825
2022 Q4	$2K	Buy	181 +2	+1%	+$26	﹤0.01%	829
2022 Q3	$2K	Buy	179 +1	+0.6%	+$14	﹤0.01%	804
2022 Q2	$2K	Buy	178 +1	+0.6%	+$13	﹤0.01%	816
2022 Q1	$2K	Buy	+177	New	+$2.65K	﹤0.01%	800

Other funds holding MTG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TS Financial Group (TSFG)'s MTG Position: Q4 2023 in Review

TS Financial Group (TSFG) sold out of MGIC Investment (MTG) in Q4 2023, closing a stake of 184 shares — an estimated $3K sold.

TS Financial Group (TSFG) first reported a position in MTG in Q1 2022 and held it in 7 quarters. The position peaked at $3K in Q3 2023. 381 funds tracked by Wall St. Rank hold MTG as of Q4 2023.

TS Financial Group (TSFG) reported no remaining MGIC Investment position as of Q4 2023 after selling out during the quarter.
TS Financial Group (TSFG) sold 184 MGIC Investment shares in Q4 2023, an estimated $3K.
TS Financial Group (TSFG) first reported a position in MGIC Investment in Q1 2022 and held it in 7 quarters.
TS Financial Group (TSFG)'s MGIC Investment position peaked at $3K in Q3 2023.
381 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2023, filed 24 Jan 2024.