Bank Julius Baer & Co
MPT

Bank Julius Baer & Co’s Medical Properties Trust MPT Stock Holding History

Bank Julius Baer & Co’s Portfolio MPT Stock Details MPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20,688
Closed -$102K – 554
2023
Q4 		$102K Buy
20,688
+16,042
+345% +$78.6K ﹤0.01% 443
2023
Q3 		$25K Buy
4,646
+141
+3% +$1.13K ﹤0.01% 483
2023
Q2 		$42K Sell
4,505
-85
-2% -$719 ﹤0.01% 505
2023
Q1 		$38K Hold
4,590
– – ﹤0.01% 522
2022
Q4 		$51K Buy
4,590
+72
+2% +$837 ﹤0.01% 506
2022
Q3 		$54K Sell
4,518
-72
-2% -$1.09K ﹤0.01% 500
2022
Q2 		$70K Hold
4,590
– – ﹤0.01% 511
2022
Q1 		$97K Buy
4,590
+389
+9% +$8.38K ﹤0.01% 486
2021
Q4 		$99K Sell
4,201
-4,499
-52% -$96.4K ﹤0.01% 605
2021
Q3 		$175K Buy
+8,700
New +$178K ﹤0.01% 559
2020
Q2 		– Sell
-9,175
Closed -$159K – 717
2020
Q1 		$159K Buy
+9,175
New +$192K ﹤0.01% 428

Other funds holding MPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bank Julius Baer & Co's MPT Position: Q1 2024 in Review

Bank Julius Baer & Co sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 20,688 shares — an estimated $102K sold.

Bank Julius Baer & Co first reported a position in MPT in Q1 2020 and held it in 11 quarters. The position peaked at $175K in Q3 2021. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

  • Bank Julius Baer & Co reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Bank Julius Baer & Co sold 20,688 Medical Properties Trust shares in Q1 2024, an estimated $102K.
  • Bank Julius Baer & Co first reported a position in Medical Properties Trust in Q1 2020 and held it in 11 quarters.
  • Bank Julius Baer & Co's Medical Properties Trust position peaked at $175K in Q3 2021.
  • 510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Bank Julius Baer & Co's 13F filing for Q1 2024, filed 14 May 2024.