JFGIW
MPT

Johnson Financial Group Inc (Wisconsin)’s Medical Properties Trust MPT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2024
Q1 		– Sell
-920
Closed -$4.66K – 916
2023
Q4 		$4.66K Buy
+920
New +$4.5K ﹤0.01% 722
2019
Q2 		– Sell
-1,000
Closed -$19K – 558
2019
Q1 		$19K Buy
+1,000
New +$17.8K ﹤0.01% 389

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s MPT Position: Q1 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 920 shares — an estimated $4.66K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in MPT in Q1 2019 and held it in 2 quarters. The position peaked at $19K in Q1 2019. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 920 Medical Properties Trust shares in Q1 2024, an estimated $4.66K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Medical Properties Trust in Q1 2019 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Medical Properties Trust position peaked at $19K in Q1 2019.
  • 510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2024, filed 14 May 2024.