UF
MPT

Univest Financial’s Medical Properties Trust MPT Stock Holding History

Univest Financial’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
Q2 		– Sell
-10,049
Closed -$212K – 111
2022
Q1 		$212K Buy
10,049
+300
+3% +$6.46K 0.06% 111
2021
Q4 		$230K Sell
9,749
-1,208
-11% -$25.9K 0.06% 106
2021
Q3 		$220K Buy
+10,957
New +$225K 0.06% 108

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Univest Financial's MPT Position: Q2 2022 in Review

Univest Financial sold out of Medical Properties Trust (MPT) in Q2 2022, closing a stake of 10,049 shares — an estimated $212K sold.

Univest Financial first reported a position in MPT in Q3 2021 and held it in 3 quarters. The position peaked at $230K in Q4 2021. 605 funds tracked by Wall St. Rank hold MPT as of Q2 2022.

  • Univest Financial reported no remaining Medical Properties Trust position as of Q2 2022 after selling out during the quarter.
  • Univest Financial sold 10,049 Medical Properties Trust shares in Q2 2022, an estimated $212K.
  • Univest Financial first reported a position in Medical Properties Trust in Q3 2021 and held it in 3 quarters.
  • Univest Financial's Medical Properties Trust position peaked at $230K in Q4 2021.
  • 605 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2022.

Based on Univest Financial's 13F filing for Q2 2022, filed 5 Aug 2022.