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

Marietta 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
2022 Q3	–	Sell	-24,800	Closed	-$379K	–	175
2022 Q2	$379K	Hold	24,800	–	–	0.11%	130
2022 Q1	$524K	Sell	24,800 -250	-1%	-$5.39K	0.12%	126
2021 Q4	$592K	Sell	25,050 -800	-3%	-$17.1K	0.12%	123
2021 Q3	$519K	Hold	25,850	–	–	0.12%	127
2021 Q2	$520K	Hold	25,850	–	–	0.12%	124
2021 Q1	$550K	Sell	25,850 -240	-0.9%	-$5.16K	0.14%	113
2020 Q4	$569K	Hold	26,090	–	–	0.15%	96
2020 Q3	$460K	Sell	26,090 -7,420	-22%	-$138K	0.14%	99
2020 Q2	$630K	Hold	33,510	–	–	0.21%	79
2020 Q1	$579K	Sell	33,510 -626	-2%	-$13.1K	0.25%	75
2019 Q4	$721K	Hold	34,136	–	–	0.24%	79
2019 Q3	$668K	Buy	34,136 +550	+2%	+$10.1K	0.23%	79
2019 Q2	$586K	Buy	33,586 +15,250	+83%	+$275K	0.19%	85
2019 Q1	$339K	Buy	+18,336	New	+$327K	0.11%	113

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marietta Investment Partners's MPT Position: Q3 2022 in Review

Marietta Investment Partners sold out of Medical Properties Trust (MPT) in Q3 2022, closing a stake of 24,800 shares — an estimated $379K sold.

Marietta Investment Partners first reported a position in MPT in Q1 2019 and held it in 14 quarters. The position peaked at $721K in Q4 2019. 600 funds tracked by Wall St. Rank hold MPT as of Q3 2022.

Marietta Investment Partners reported no remaining Medical Properties Trust position as of Q3 2022 after selling out during the quarter.
Marietta Investment Partners sold 24,800 Medical Properties Trust shares in Q3 2022, an estimated $379K.
Marietta Investment Partners first reported a position in Medical Properties Trust in Q1 2019 and held it in 14 quarters.
Marietta Investment Partners's Medical Properties Trust position peaked at $721K in Q4 2019.
600 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2022.

Based on Marietta Investment Partners's 13F filing for Q3 2022, filed 14 Nov 2022.