Chesley Taft & Associates’s Medical Properties Trust MPT Stock Holding History

Chesley Taft & Associates’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
2022 Q3	–	Sell	-30,000	Closed	-$458K	–	287
2022 Q2	$458K	Buy	30,000 +675	+2%	+$12.1K	0.03%	231
2022 Q1	$596K	Hold	29,325	–	–	0.03%	221
2021 Q4	$693K	Buy	29,325 +325	+1%	+$6.96K	0.04%	210
2021 Q3	$582K	Buy	29,000 +200	+0.7%	+$4.1K	0.03%	219
2021 Q2	$579K	Hold	28,800	–	–	0.03%	219
2021 Q1	$629K	Hold	28,800	–	–	0.04%	205
2020 Q4	$628K	Sell	28,800 -175	-0.6%	-$3.41K	0.04%	195
2020 Q3	$511K	Sell	28,975 -1,550	-5%	-$28.8K	0.04%	196
2020 Q2	$574K	Buy	30,525 +25	+0.1%	+$443	0.04%	188
2020 Q1	$527K	Buy	+30,500	New	+$638K	0.05%	184

Other funds holding MPT

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Chesley Taft & Associates's MPT Position: Q3 2022 in Review

Chesley Taft & Associates sold out of Medical Properties Trust (MPT) in Q3 2022, closing a stake of 30,000 shares — an estimated $458K sold.

Chesley Taft & Associates first reported a position in MPT in Q1 2020 and held it in 10 quarters. The position peaked at $693K in Q4 2021. 600 funds tracked by Wall St. Rank hold MPT as of Q3 2022.

Chesley Taft & Associates reported no remaining Medical Properties Trust position as of Q3 2022 after selling out during the quarter.
Chesley Taft & Associates sold 30,000 Medical Properties Trust shares in Q3 2022, an estimated $458K.
Chesley Taft & Associates first reported a position in Medical Properties Trust in Q1 2020 and held it in 10 quarters.
Chesley Taft & Associates's Medical Properties Trust position peaked at $693K in Q4 2021.
600 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2022.

Based on Chesley Taft & Associates's 13F filing for Q3 2022, filed 13 Oct 2022.