Sunburst Financial Group’s Medical Properties Trust MPT Stock Holding History

Sunburst Financial 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 Q4	–	Sell	-14,600	Closed	-$85.4K	–	113
2024 Q3	$85.4K	Buy	14,600 +143	+1%	+$705	0.02%	113
2024 Q2	$62.3K	Buy	14,457 +121	+0.8%	+$580	0.02%	111
2024 Q1	$64.7K	Buy	14,336 +83	+0.6%	+$318	0.02%	108
2023 Q4	$70K	Buy	14,253 +104	+0.7%	+$509	0.02%	105
2023 Q3	$77.1K	Buy	14,149 +104	+0.7%	+$833	0.03%	86
2023 Q2	$130K	Buy	14,045 +183	+1%	+$1.55K	0.05%	92
2023 Q1	$114K	Buy	13,862 +74	+0.5%	+$817	0.04%	89
2022 Q4	$154K	Buy	13,788 +33	+0.2%	+$384	0.06%	88
2022 Q3	$163K	Buy	13,755 +2,022	+17%	+$30.6K	0.08%	81
2022 Q2	$179K	Buy	11,733 +101	+0.9%	+$1.82K	0.09%	82
2022 Q1	$246K	Buy	11,632 +1,132	+11%	+$24.4K	0.12%	66
2021 Q4	$248K	Hold	10,500	–	–	0.13%	63
2021 Q3	$211K	Hold	10,500	–	–	0.13%	59
2021 Q2	$211K	Hold	10,500	–	–	0.13%	61
2021 Q1	$223K	Hold	10,500	–	–	0.16%	59
2020 Q4	$229K	Hold	10,500	–	–	0.17%	53
2020 Q3	$185K	Hold	10,500	–	–	0.16%	55
2020 Q2	$197K	Hold	10,500	–	–	0.18%	54
2020 Q1	$182K	Hold	10,500	–	–	0.19%	50
2019 Q4	$222K	Buy	+10,500	New	+$213K	0.19%	59

Other funds holding MPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sunburst Financial Group's MPT Position: Q4 2024 in Review

Sunburst Financial Group sold out of Medical Properties Trust (MPT) in Q4 2024, closing a stake of 14,600 shares — an estimated $85.4K sold.

Sunburst Financial Group first reported a position in MPT in Q4 2019 and held it in 20 quarters. The position peaked at $248K in Q4 2021. 469 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

Sunburst Financial Group reported no remaining Medical Properties Trust position as of Q4 2024 after selling out during the quarter.
Sunburst Financial Group sold 14,600 Medical Properties Trust shares in Q4 2024, an estimated $85.4K.
Sunburst Financial Group first reported a position in Medical Properties Trust in Q4 2019 and held it in 20 quarters.
Sunburst Financial Group's Medical Properties Trust position peaked at $248K in Q4 2021.
469 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

Based on Sunburst Financial Group's 13F filing for Q4 2024, filed 30 Jan 2025.