Whittier Trust’s MGIC Investment MTG Stock Holding History

Whittier Trust’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
2022 Q4	–	Sell	-581	Closed	-$7K	–	1680
2022 Q3	$7K	Hold	581	–	–	﹤0.01%	1400
2022 Q2	$7K	Hold	581	–	–	﹤0.01%	1376
2022 Q1	$8K	Buy	+581	New	+$8.71K	﹤0.01%	1378

Other funds holding MTG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Whittier Trust's MTG Position: Q4 2022 in Review

Whittier Trust sold out of MGIC Investment (MTG) in Q4 2022, closing a stake of 581 shares — an estimated $7K sold.

Whittier Trust first reported a position in MTG in Q1 2022 and held it in 3 quarters. The position peaked at $8K in Q1 2022. 363 funds tracked by Wall St. Rank hold MTG as of Q4 2022.

Whittier Trust reported no remaining MGIC Investment position as of Q4 2022 after selling out during the quarter.
Whittier Trust sold 581 MGIC Investment shares in Q4 2022, an estimated $7K.
Whittier Trust first reported a position in MGIC Investment in Q1 2022 and held it in 3 quarters.
Whittier Trust's MGIC Investment position peaked at $8K in Q1 2022.
363 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.