Global Retirement Partners’s TPG Mortgage Investment Trust MITT Stock Holding History

Global Retirement Partners’s Portfolio MITT Stock Details MITT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-666	Closed	-$4.08K	–	3607
2024 Q1	$4.08K	Hold	666	–	–	﹤0.01%	2479
2023 Q4	$4.2K	Hold	666	–	–	﹤0.01%	2398
2023 Q3	$3.42K	Hold	666	–	–	﹤0.01%	2330
2023 Q2	$4.08K	Hold	666	–	–	﹤0.01%	2283
2023 Q1	$3.42K	Hold	666	–	–	﹤0.01%	2301
2022 Q4	$3.54K	Hold	666	–	–	﹤0.01%	2149
2022 Q3	$3K	Hold	666	–	–	﹤0.01%	2120
2022 Q2	$4K	Hold	666	–	–	﹤0.01%	1969
2022 Q1	$5K	Buy	+666	New	+$6.41K	﹤0.01%	1896
2021 Q4	–	Sell	-666	Closed	-$8K	–	1187
2021 Q3	$8K	Sell	666 -1	-0.1%	-$11	﹤0.01%	1489
2021 Q2	$9K	Hold	667	–	–	﹤0.01%	1406
2021 Q1	$8K	Hold	667	–	–	﹤0.01%	1356
2020 Q4	$6K	Hold	667	–	–	﹤0.01%	1407
2020 Q3	$6K	Hold	667	–	–	﹤0.01%	1282
2020 Q2	$6K	Hold	667	–	–	﹤0.01%	1251
2020 Q1	$5K	Hold	667	–	–	﹤0.01%	1231
2019 Q4	$31K	Buy	+667	New	+$30.8K	﹤0.01%	787

Other funds holding MITT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NRCM

Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

AGC

Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Global Retirement Partners's MITT Position: Q2 2024 in Review

Global Retirement Partners sold out of TPG Mortgage Investment Trust (MITT) in Q2 2024, closing a stake of 666 shares — an estimated $4.08K sold.

Global Retirement Partners first reported a position in MITT in Q4 2019 and held it in 17 quarters. The position peaked at $31K in Q4 2019. 80 funds tracked by Wall St. Rank hold MITT as of Q2 2024.

Global Retirement Partners reported no remaining TPG Mortgage Investment Trust position as of Q2 2024 after selling out during the quarter.
Global Retirement Partners sold 666 TPG Mortgage Investment Trust shares in Q2 2024, an estimated $4.08K.
Global Retirement Partners first reported a position in TPG Mortgage Investment Trust in Q4 2019 and held it in 17 quarters.
Global Retirement Partners's TPG Mortgage Investment Trust position peaked at $31K in Q4 2019.
80 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.