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Welch & Forbes’s MGIC Investment MTG Stock Holding History

Welch & Forbes’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
2021
Q1 		– Sell
-20,000
Closed -$251K – 391
2020
Q4 		$251K Hold
20,000
– – ﹤0.01% 355
2020
Q3 		$177K Hold
20,000
– – ﹤0.01% 349
2020
Q2 		$164K Buy
+20,000
New +$150K ﹤0.01% 342

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Welch & Forbes's MTG Position: Q1 2021 in Review

Welch & Forbes sold out of MGIC Investment (MTG) in Q1 2021, closing a stake of 20,000 shares — an estimated $251K sold.

Welch & Forbes first reported a position in MTG in Q2 2020 and held it in 3 quarters. The position peaked at $251K in Q4 2020. 318 funds tracked by Wall St. Rank hold MTG as of Q1 2021.

  • Welch & Forbes reported no remaining MGIC Investment position as of Q1 2021 after selling out during the quarter.
  • Welch & Forbes sold 20,000 MGIC Investment shares in Q1 2021, an estimated $251K.
  • Welch & Forbes first reported a position in MGIC Investment in Q2 2020 and held it in 3 quarters.
  • Welch & Forbes's MGIC Investment position peaked at $251K in Q4 2020.
  • 318 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2021.

Based on Welch & Forbes's 13F filing for Q1 2021, filed 14 Apr 2021.