UFF
MTG icon

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 – 373
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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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