GI
MDV

Gradient Investments’s Modiv Industrial MDV Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-20
Closed -$283 – 902
2024
Q2 		$283 Buy
20
+5
+33% +$76 ﹤0.01% 1237
2024
Q1 		$252 Sell
15
-1
-6% -$15 ﹤0.01% 1084
2023
Q4 		$224 Hold
16
– – ﹤0.01% 1691
2023
Q3 		$250 Hold
16
– – ﹤0.01% 1653
2023
Q2 		$225 Hold
16
– – ﹤0.01% 1623
2023
Q1 		$159 Hold
16
– – ﹤0.01% 1406
2022
Q4 		$180 Buy
+16
New +$174 ﹤0.01% 1396

Other funds holding MDV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments's MDV Position: Q3 2024 in Review

Gradient Investments sold out of Modiv Industrial (MDV) in Q3 2024, closing a stake of 20 shares — an estimated $283 sold.

Gradient Investments first reported a position in MDV in Q4 2022 and held it in 7 quarters. The position peaked at $283 in Q2 2024. 40 funds tracked by Wall St. Rank hold MDV as of Q3 2024.

  • Gradient Investments reported no remaining Modiv Industrial position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 20 Modiv Industrial shares in Q3 2024, an estimated $283.
  • Gradient Investments first reported a position in Modiv Industrial in Q4 2022 and held it in 7 quarters.
  • Gradient Investments's Modiv Industrial position peaked at $283 in Q2 2024.
  • 40 funds tracked by Wall St. Rank held Modiv Industrial as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.