Fulcrum Equity Management’s Medical Properties Trust MPT Stock Holding History

Fulcrum Equity Management’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 Q4	–	Sell	-12,187	Closed	-$215K	–	169
2020 Q3	$215K	Sell	12,187 -10,890	-47%	-$203K	0.1%	139
2020 Q2	$434K	Buy	23,077 +4,073	+21%	+$72.1K	0.21%	90
2020 Q1	$329K	Sell	19,004 -7,270	-28%	-$152K	0.23%	27
2019 Q4	$555K	Sell	26,274 -89	-0.3%	-$1.8K	0.29%	52
2019 Q3	$516K	Buy	26,363 +876	+3%	+$16.1K	0.26%	45
2019 Q2	$462K	Buy	25,487 +6,594	+35%	+$119K	0.22%	45
2019 Q1	$350K	Sell	18,893 -1,269	-6%	-$22.6K	0.12%	62
2018 Q4	$324K	Buy	+20,162	New	+$319K	0.12%	43

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fulcrum Equity Management's MPT Position: Q4 2020 in Review

Fulcrum Equity Management sold out of Medical Properties Trust (MPT) in Q4 2020, closing a stake of 12,187 shares — an estimated $215K sold.

Fulcrum Equity Management first reported a position in MPT in Q4 2018 and held it in 8 quarters. The position peaked at $555K in Q4 2019. 537 funds tracked by Wall St. Rank hold MPT as of Q4 2020.

Fulcrum Equity Management reported no remaining Medical Properties Trust position as of Q4 2020 after selling out during the quarter.
Fulcrum Equity Management sold 12,187 Medical Properties Trust shares in Q4 2020, an estimated $215K.
Fulcrum Equity Management first reported a position in Medical Properties Trust in Q4 2018 and held it in 8 quarters.
Fulcrum Equity Management's Medical Properties Trust position peaked at $555K in Q4 2019.
537 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2020.

Based on Fulcrum Equity Management's 13F filing for Q4 2020, filed 22 Feb 2021.