Bartlett & Co Wealth Management’s Meredith Corporation MDP Stock Holding History

Bartlett & Co Wealth Management’s Portfolio MDP Stock Details MDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-300	Closed	-$8.93K	–	1104
2021 Q1	$8.93K	Hold	300	–	–	﹤0.01%	742
2020 Q4	$5.76K	Hold	300	–	–	﹤0.01%	781
2020 Q3	$3.94K	Hold	300	–	–	﹤0.01%	749
2020 Q2	$4.37K	Hold	300	–	–	﹤0.01%	747
2020 Q1	$3.67K	Sell	300 -500	-63%	-$13.3K	﹤0.01%	741
2019 Q4	$26K	Hold	800	–	–	﹤0.01%	623
2019 Q3	$29.3K	Buy	+800	New	+$37.2K	﹤0.01%	603

Other funds holding MDP

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Bartlett & Co Wealth Management's MDP Position: Q2 2021 in Review

Bartlett & Co Wealth Management sold out of Meredith Corporation (MDP) in Q2 2021, closing a stake of 300 shares — an estimated $8.93K sold.

Bartlett & Co Wealth Management first reported a position in MDP in Q3 2019 and held it in 7 quarters. The position peaked at $29.3K in Q3 2019. 202 funds tracked by Wall St. Rank hold MDP as of Q2 2021.

Bartlett & Co Wealth Management reported no remaining Meredith Corporation position as of Q2 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 300 Meredith Corporation shares in Q2 2021, an estimated $8.93K.
Bartlett & Co Wealth Management first reported a position in Meredith Corporation in Q3 2019 and held it in 7 quarters.
Bartlett & Co Wealth Management's Meredith Corporation position peaked at $29.3K in Q3 2019.
202 funds tracked by Wall St. Rank held Meredith Corporation as of Q2 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2021, filed 14 Feb 2024.