Mayo Clinic’s ClearPoint Neuro CLPT Stock Holding History

Mayo Clinic’s Portfolio CLPT Stock Details CLPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-38,114	Closed	-$191K	–	9
2023 Q3	$191K	Hold	38,114	–	–	0.37%	6
2023 Q2	$276K	Hold	38,114	–	–	0.28%	7
2023 Q1	$322K	Hold	38,114	–	–	0.26%	7
2022 Q4	$323K	Buy	+38,114	New	+$361K	0.17%	7
2021 Q2	$728K	Sell	38,114 -1,926	-5%	-$37.2K	0.81%	7
2021 Q1	$846K	Sell	40,040 -7,108	-15%	-$152K	0.97%	6
2020 Q4	$749K	Hold	47,148	–	–	0.9%	7
2020 Q3	$2.57M	Hold	47,148	–	–	3.47%	7
2020 Q2	$168K	Hold	47,148	–	–	0.16%	8
2020 Q1	$169K	Hold	47,148	–	–	0.43%	7
2019 Q4	$226K	Buy	+47,148	New	+$195K	0.26%	7

Other funds holding CLPT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

Taylor Frigon Capital Management Scottsdale, Arizona $176M AUM 24.25% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Cahill Wealth Management Portage, Michigan $196M AUM 8.5% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return