SBL
MPT

Sargent Bickham Lagudis’s Medical Properties Trust MPT Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$27.5K Buy
+2,466
New +$28.7K ﹤0.01% 549
2021
Q3 		– Sell
-2,000
Closed -$40K – 969
2021
Q2 		$40K Hold
2,000
– – ﹤0.01% 489
2021
Q1 		$43K Buy
+2,000
New +$43K ﹤0.01% 459

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Sargent Bickham Lagudis's MPT Position: Q4 2022 in Review

Sargent Bickham Lagudis opened a new position in Medical Properties Trust (MPT) in Q4 2022: 2,466 shares worth $27.5K. The stake represents ﹤0.01% of the portfolio and ranks #549 among its holdings. This is a return to the name: Sargent Bickham Lagudis previously reported a position in MPT as recently as Q2 2021.

Sargent Bickham Lagudis first reported a position in MPT in Q1 2021 and has held it in 3 quarters since. The position peaked at $43K in Q1 2021. 639 funds tracked by Wall St. Rank hold MPT as of Q4 2022.

  • Sargent Bickham Lagudis held 2,466 shares of Medical Properties Trust worth $27.5K as of Q4 2022.
  • Medical Properties Trust was a new Sargent Bickham Lagudis position in Q4 2022.
  • Medical Properties Trust made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #549 holding.
  • Sargent Bickham Lagudis first reported a position in Medical Properties Trust in Q1 2021 and has held it in 3 quarters since.
  • Sargent Bickham Lagudis's Medical Properties Trust position peaked at $43K in Q1 2021.
  • 639 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.