SIP
MPT

Stoneridge Investment Partners’s Medical Properties Trust MPT Stock Holding History

Stoneridge Investment Partners’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
Q1 		– Sell
-20,891
Closed -$494K – 121
2021
Q4 		$494K Hold
20,891
– – 0.23% 89
2021
Q3 		$419K Buy
20,891
+9,431
+82% +$193K 0.21% 90
2021
Q2 		$230K Buy
+11,460
New +$245K 0.11% 97

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 $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Stoneridge Investment Partners's MPT Position: Q1 2022 in Review

Stoneridge Investment Partners sold out of Medical Properties Trust (MPT) in Q1 2022, closing a stake of 20,891 shares — an estimated $494K sold.

Stoneridge Investment Partners first reported a position in MPT in Q2 2021 and held it in 3 quarters. The position peaked at $494K in Q4 2021. 605 funds tracked by Wall St. Rank hold MPT as of Q1 2022.

  • Stoneridge Investment Partners reported no remaining Medical Properties Trust position as of Q1 2022 after selling out during the quarter.
  • Stoneridge Investment Partners sold 20,891 Medical Properties Trust shares in Q1 2022, an estimated $494K.
  • Stoneridge Investment Partners first reported a position in Medical Properties Trust in Q2 2021 and held it in 3 quarters.
  • Stoneridge Investment Partners's Medical Properties Trust position peaked at $494K in Q4 2021.
  • 605 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2022.

Based on Stoneridge Investment Partners's 13F filing for Q1 2022, filed 26 Apr 2022.