Convergence Investment Partners’s Medical Properties Trust MPT Stock Holding History

Convergence Investment Partners’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
2020 Q1	–	Sell	-56,161	Closed	-$1.19M	–	246
2019 Q4	$1.19M	Sell	56,161 -48,818	-47%	-$988K	0.34%	101
2019 Q3	$2.05M	Sell	104,979 -11,038	-10%	-$203K	0.57%	53
2019 Q2	$2.02M	Sell	116,017 -5,491	-5%	-$98.9K	0.49%	66
2019 Q1	$2.25M	Buy	121,508 +42,080	+53%	+$750K	0.49%	62
2018 Q4	$1.28M	Buy	+79,428	New	+$1.26M	0.29%	124

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Convergence Investment Partners's MPT Position: Q1 2020 in Review

Convergence Investment Partners sold out of Medical Properties Trust (MPT) in Q1 2020, closing a stake of 56,161 shares — an estimated $1.19M sold.

Convergence Investment Partners first reported a position in MPT in Q4 2018 and held it in 5 quarters. The position peaked at $2.25M in Q1 2019. 495 funds tracked by Wall St. Rank hold MPT as of Q1 2020.

Convergence Investment Partners reported no remaining Medical Properties Trust position as of Q1 2020 after selling out during the quarter.
Convergence Investment Partners sold 56,161 Medical Properties Trust shares in Q1 2020, an estimated $1.19M.
Convergence Investment Partners first reported a position in Medical Properties Trust in Q4 2018 and held it in 5 quarters.
Convergence Investment Partners's Medical Properties Trust position peaked at $2.25M in Q1 2019.
495 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2020.

Based on Convergence Investment Partners's 13F filing for Q1 2020, filed 23 Apr 2020.