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USA Financial Formulas’s MGIC Investment MTG Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-19,235
Closed -$371K – 385
2023
Q4 		$371K Buy
19,235
+13,250
+221% +$235K 0.06% 102
2023
Q3 		$99.9K Buy
+5,985
New +$102K 0.15% 147
2018
Q1 		– Sell
-38,393
Closed -$542K – 372
2017
Q4 		$542K Sell
38,393
-12,329
-24% -$173K 0.13% 129
2017
Q3 		$636K Buy
+50,722
New +$590K 0.15% 123
2017
Q2 		– Sell
-45,385
Closed -$460K – 283
2017
Q1 		$460K Buy
+45,385
New +$478K 0.11% 170

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

USA Financial Formulas's MTG Position: Q1 2024 in Review

USA Financial Formulas sold out of MGIC Investment (MTG) in Q1 2024, closing a stake of 19,235 shares — an estimated $371K sold.

USA Financial Formulas first reported a position in MTG in Q1 2017 and held it in 5 quarters. The position peaked at $636K in Q3 2017. 381 funds tracked by Wall St. Rank hold MTG as of Q1 2024.

  • USA Financial Formulas reported no remaining MGIC Investment position as of Q1 2024 after selling out during the quarter.
  • USA Financial Formulas sold 19,235 MGIC Investment shares in Q1 2024, an estimated $371K.
  • USA Financial Formulas first reported a position in MGIC Investment in Q1 2017 and held it in 5 quarters.
  • USA Financial Formulas's MGIC Investment position peaked at $636K in Q3 2017.
  • 381 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2024.

Based on USA Financial Formulas's 13F filing for Q1 2024, filed 30 Apr 2024.