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Sweet Financial Partners’s Madrigal Pharmaceuticals MDGL Stock Holding History

Sweet Financial Partners’s Portfolio MDGL Stock Details MDGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$212K Hold
1,000
– – 0.05% 185
2024
Q2 		$280K Hold
1,000
– – 0.06% 168
2024
Q1 		$267K Buy
+1,000
New +$236K 0.06% 174

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RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sweet Financial Partners's MDGL Position: Q3 2024 in Review

Sweet Financial Partners held its Madrigal Pharmaceuticals (MDGL) position steady in Q3 2024 at 1,000 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #185.

Sweet Financial Partners first reported a position in MDGL in Q1 2024 and has held it in 3 quarters since. The position peaked at $280K in Q2 2024. 257 funds tracked by Wall St. Rank hold MDGL as of Q3 2024.

  • Sweet Financial Partners held 1,000 shares of Madrigal Pharmaceuticals worth $212K as of Q3 2024.
  • Sweet Financial Partners left its Madrigal Pharmaceuticals share count unchanged in Q3 2024.
  • Madrigal Pharmaceuticals made up 0.05% of Sweet Financial Partners's portfolio in Q3 2024, its #185 holding.
  • Sweet Financial Partners first reported a position in Madrigal Pharmaceuticals in Q1 2024 and has held it in 3 quarters since.
  • Sweet Financial Partners's Madrigal Pharmaceuticals position peaked at $280K in Q2 2024.
  • 257 funds tracked by Wall St. Rank held Madrigal Pharmaceuticals as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.