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 $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

CWM

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

CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return

Mayo Clinic's CLPT Position: Q4 2023 in Review

Mayo Clinic sold out of ClearPoint Neuro (CLPT) in Q4 2023, closing a stake of 38,114 shares — an estimated $191K sold.

Mayo Clinic first reported a position in CLPT in Q4 2019 and held it in 11 quarters. The position peaked at $2.57M in Q3 2020. 71 funds tracked by Wall St. Rank hold CLPT as of Q4 2023.

Mayo Clinic reported no remaining ClearPoint Neuro position as of Q4 2023 after selling out during the quarter.
Mayo Clinic sold 38,114 ClearPoint Neuro shares in Q4 2023, an estimated $191K.
Mayo Clinic first reported a position in ClearPoint Neuro in Q4 2019 and held it in 11 quarters.
Mayo Clinic's ClearPoint Neuro position peaked at $2.57M in Q3 2020.
71 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q4 2023.

Based on Mayo Clinic's 13F filing for Q4 2023, filed 13 Feb 2024.