Waddell & Reed Financial’s MGIC Investment MTG Stock Holding History

Waddell & Reed 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
2020 Q2	–	Sell	-728,500	Closed	-$4.63M	–	476
2020 Q1	$4.63M	Sell	728,500 -1,288,566	-64%	-$15.6M	0.02%	396
2019 Q4	$28.6M	Buy	2,017,066 +27,868	+1%	+$386K	0.07%	286
2019 Q3	$25M	Buy	1,989,198 +141,477	+8%	+$1.83M	0.06%	300
2019 Q2	$24.3M	Buy	1,847,721 +6,321	+0.3%	+$87.8K	0.06%	314
2019 Q1	$24.3M	Buy	1,841,400 +127,083	+7%	+$1.58M	0.06%	319
2018 Q4	$17.9M	Buy	+1,714,317	New	+$20.1M	0.05%	336
2018 Q1	–	Sell	-1,144,600	Closed	-$16.1M	–	551
2017 Q4	$16.1M	Buy	1,144,600 +101,300	+10%	+$1.42M	0.04%	362
2017 Q3	$13.1M	Buy	+1,043,300	New	+$12.1M	0.03%	382
2016 Q4	–	Sell	-458,341	Closed	-$3.67M	–	612
2016 Q3	$3.67M	Sell	458,341 -9,400	-2%	-$69.9K	0.01%	544
2016 Q2	$2.78M	Buy	+467,741	New	+$3.19M	0.01%	547

Other funds holding MTG

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Waddell & Reed Financial's MTG Position: Q2 2020 in Review

Waddell & Reed Financial sold out of MGIC Investment (MTG) in Q2 2020, closing a stake of 728,500 shares — an estimated $4.63M sold.

Waddell & Reed Financial first reported a position in MTG in Q2 2016 and held it in 10 quarters. The position peaked at $28.6M in Q4 2019. 311 funds tracked by Wall St. Rank hold MTG as of Q2 2020.

Waddell & Reed Financial reported no remaining MGIC Investment position as of Q2 2020 after selling out during the quarter.
Waddell & Reed Financial sold 728,500 MGIC Investment shares in Q2 2020, an estimated $4.63M.
Waddell & Reed Financial first reported a position in MGIC Investment in Q2 2016 and held it in 10 quarters.
Waddell & Reed Financial's MGIC Investment position peaked at $28.6M in Q4 2019.
311 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2020.

Based on Waddell & Reed Financial's 13F filing for Q2 2020, filed 14 Aug 2020.