VIA
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Vident Investment Advisory’s MGIC Investment MTG Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-196,061
Closed -$3.1M – 654
2023
Q2 		$3.1M Buy
196,061
+14,085
+8% +$209K 0.11% 219
2023
Q1 		$2.44M Buy
+181,976
New +$2.45M 0.08% 284

Other funds holding MTG

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Vident Investment Advisory's MTG Position: Q3 2023 in Review

Vident Investment Advisory sold out of MGIC Investment (MTG) in Q3 2023, closing a stake of 196,061 shares — an estimated $3.1M sold.

Vident Investment Advisory first reported a position in MTG in Q1 2023 and held it in 2 quarters. The position peaked at $3.1M in Q2 2023. 371 funds tracked by Wall St. Rank hold MTG as of Q3 2023.

  • Vident Investment Advisory reported no remaining MGIC Investment position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 196,061 MGIC Investment shares in Q3 2023, an estimated $3.1M.
  • Vident Investment Advisory first reported a position in MGIC Investment in Q1 2023 and held it in 2 quarters.
  • Vident Investment Advisory's MGIC Investment position peaked at $3.1M in Q2 2023.
  • 371 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.