Muhlenkamp & Co. sold 101,570 shares of NMI Holdings in the first quarter, an estimated $3.93 million transaction based on quarterly average prices. The filing signals portfolio rotation rather than an operating update, but it may weigh modestly on sentiment around the stock. No new information on earnings, guidance, or fundamentals was disclosed.
Muhlenkamp & Co. sold 101,570 shares of NMI Holdings in the first quarter, an estimated $3.93 million transaction based on quarterly average prices. The filing signals portfolio rotation rather than an operating update, but it may weigh modestly on sentiment around the stock. No new information on earnings, guidance, or fundamentals was disclosed.
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mildly negative
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