SFP
MPT

Sterling Financial Planning’s Medical Properties Trust MPT Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-590
Closed -$12K – 276
2021
Q3 		$12K Hold
590
– – 0.01% 304
2021
Q2 		$12K Hold
590
– – 0.01% 290
2021
Q1 		$13K Hold
590
– – 0.01% 257
2020
Q4 		$13K Buy
+590
New +$11.5K 0.01% 243

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sterling Financial Planning's MPT Position: Q4 2021 in Review

Sterling Financial Planning sold out of Medical Properties Trust (MPT) in Q4 2021, closing a stake of 590 shares — an estimated $12K sold.

Sterling Financial Planning first reported a position in MPT in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q1 2021. 634 funds tracked by Wall St. Rank hold MPT as of Q4 2021.

  • Sterling Financial Planning reported no remaining Medical Properties Trust position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 590 Medical Properties Trust shares in Q4 2021, an estimated $12K.
  • Sterling Financial Planning first reported a position in Medical Properties Trust in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Medical Properties Trust position peaked at $13K in Q1 2021.
  • 634 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.