Telemus Capital’s MP Materials MP Stock Holding History

Telemus Capital’s Portfolio MP Stock Details MP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$298K	Buy	15,037 +1,262	+9%	+$21.5K	0.02%	286
2023 Q3	$263K	Buy	13,775 +1,979	+17%	+$43.9K	0.02%	272
2023 Q2	$270K	Buy	+11,796	New	+$270K	0.02%	277

Other funds holding MP

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Telemus Capital's MP Position: Q4 2023 in Review

Telemus Capital increased its MP Materials (MP) stake by 9.2% in Q4 2023, buying an estimated $21.5K and bringing the position to 15,037 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #286.

Telemus Capital first reported a position in MP in Q2 2023 and has held it in 3 quarters since. 392 funds tracked by Wall St. Rank hold MP as of Q4 2023.

Telemus Capital held 15,037 shares of MP Materials worth $298K as of Q4 2023.
Telemus Capital bought 1,262 MP Materials shares in Q4 2023, an estimated $21.5K.
MP Materials made up 0.02% of Telemus Capital's portfolio in Q4 2023, its #286 holding.
Telemus Capital first reported a position in MP Materials in Q2 2023 and has held it in 3 quarters since.
392 funds tracked by Wall St. Rank held MP Materials as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.