Sound Income Strategies, LLC MGNX MACROGENICS INC

Ownership history in Sound Income Strategies, LLC  ·  9 quarters on record

AI Ownership Summary

Sound Income Strategies, LLC reported MACROGENICS INC (MGNX) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows MGNX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MGNX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sound Income Strategies, LLC's position in MACROGENICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MGNX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sound Income Strategies, LLC held MGNX — position size vs. price
% of Fund (quarterly)    MGNX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 7,262 0% 0.00% $21K 2026-04-27 $3.05
2025 Q4 UNCHANGED 7,262 0% 0.00% $12K 2026-01-21 $1.74
2025 Q3 UNCHANGED 7,262 0% 0.00% $13K 2025-10-10 $1.69
2025 Q2 UNCHANGED 7,262 0% 0.00% $9K 2025-07-17 $1.54
2025 Q1 UNCHANGED 7,262 0% 0.00% $9K 2025-04-17 $1.26
2024 Q4 UNCHANGED 7,262 0% 0.00% $24K 2025-01-21 $3.00
2024 Q3 UNCHANGED 7,262 0% 0.00% $24K 2024-10-10 $3.74
2024 Q2 ADDED 7,262 +2,010 +38.3% 0.00% $31K 2024-07-12 $4.70
2024 Q1 INITIATED 5,252 0.01% $77K 2024-04-15 $16.94

FAQ About Sound Income Strategies, LLC and MGNX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sound Income Strategies, LLC reported owning MGNX?

Sound Income Strategies, LLC reported MGNX across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MGNX position in Sound Income Strategies, LLC's portfolio?

The largest reported portfolio weight for MGNX was 0.01% in 2024 Q1.

What is the latest reported MGNX position on this page?

The most recent filing on this page is 2026 Q1, when Sound Income Strategies, LLC reported 7,262 shares, equal to 0.00% of portfolio, with an estimated market value of $21K.

What does the chart on this MGNX ownership page compare?

The chart compares Sound Income Strategies, LLC's quarterly MGNX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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