BAM
MDV

Byrne Asset Management’s Modiv Industrial MDV Stock Holding History

Byrne Asset Management’s Portfolio MDV Stock Details MDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,841
Closed -$20.4K – 620
2022
Q4 		$20.4K Buy
+1,841
New +$20K 0.01% 320

Other funds holding MDV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Byrne Asset Management's MDV Position: Q1 2023 in Review

Byrne Asset Management sold out of Modiv Industrial (MDV) in Q1 2023, closing a stake of 1,841 shares — an estimated $20.4K sold.

Byrne Asset Management first reported a position in MDV in Q4 2022 and held it in 1 quarter. The position peaked at $20.4K in Q4 2022. 13 funds tracked by Wall St. Rank hold MDV as of Q1 2023.

  • Byrne Asset Management reported no remaining Modiv Industrial position as of Q1 2023 after selling out during the quarter.
  • Byrne Asset Management sold 1,841 Modiv Industrial shares in Q1 2023, an estimated $20.4K.
  • Byrne Asset Management first reported a position in Modiv Industrial in Q4 2022 and held it in 1 quarter.
  • Byrne Asset Management's Modiv Industrial position peaked at $20.4K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Modiv Industrial as of Q1 2023.

Based on Byrne Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.