OLVIG
MPT

Oliver Lagore Vanvalin Investment Group’s Medical Properties Trust MPT Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q3 		– Sell
-41
Closed -$177 – 734
2024
Q2 		$177 Buy
+41
New +$196 ﹤0.01% 695
2022
Q3 		– Sell
-200
Closed -$3K – 694
2022
Q2 		$3K Buy
+200
New +$3.6K ﹤0.01% 470

Other funds holding MPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MPT Position: Q3 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Medical Properties Trust (MPT) in Q3 2024, closing a stake of 41 shares — an estimated $177 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in MPT in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 506 funds tracked by Wall St. Rank hold MPT as of Q3 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Medical Properties Trust position as of Q3 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 41 Medical Properties Trust shares in Q3 2024, an estimated $177.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Medical Properties Trust in Q2 2022 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Medical Properties Trust position peaked at $3K in Q2 2022.
  • 506 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2024, filed 4 Nov 2024.