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Bartlett & Co’s Medpace MEDP Stock Holding History

Bartlett & Co’s Portfolio MEDP Stock Details MEDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$54K Buy
175
+100
+133% +$27K ﹤0.01% 690
2023
Q3 		$18K Hold
75
– – ﹤0.01% 843
2023
Q2 		$18K Hold
75
– – ﹤0.01% 841
2023
Q1 		$14K Hold
75
– – ﹤0.01% 774
2022
Q4 		$16K Hold
75
– – ﹤0.01% 759
2022
Q3 		$12K Hold
75
– – ﹤0.01% 792
2022
Q2 		$11K Hold
75
– – ﹤0.01% 846
2022
Q1 		$12K Buy
+75
New +$12.4K ﹤0.01% 802

Other funds holding MEDP

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bartlett & Co's MEDP Position: Q4 2023 in Review

Bartlett & Co increased its Medpace (MEDP) stake by 133% in Q4 2023, buying an estimated $27K and bringing the position to 175 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Bartlett & Co first reported a position in MEDP in Q1 2022 and has held it in 8 quarters since. 544 funds tracked by Wall St. Rank hold MEDP as of Q4 2023.

  • Bartlett & Co held 175 shares of Medpace worth $54K as of Q4 2023.
  • Bartlett & Co bought 100 Medpace shares in Q4 2023, an estimated $27K.
  • Medpace made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #690 holding.
  • Bartlett & Co first reported a position in Medpace in Q1 2022 and has held it in 8 quarters since.
  • 544 funds tracked by Wall St. Rank held Medpace as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.