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Bernzott Capital Advisors’s Medpace MEDP Stock Holding History

Bernzott Capital Advisors’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
2021
Q3 		– Sell
-69,247
Closed -$12.2M – 50
2021
Q2 		$12.2M Sell
69,247
-67,255
-49% -$11.6M 1.04% 34
2021
Q1 		$22.4M Sell
136,502
-8,533
-6% -$1.31M 1.96% 26
2020
Q4 		$20.2M Sell
145,035
-32,805
-18% -$4.13M 1.81% 26
2020
Q3 		$19.9M Buy
177,840
+1,386
+0.8% +$160K 1.89% 24
2020
Q2 		$16.4M Sell
176,454
-49,701
-22% -$4.23M 2.06% 27
2020
Q1 		$16.6M Sell
226,155
-11,370
-5% -$987K 2.56% 21
2019
Q4 		$20M Buy
237,525
+5,328
+2% +$412K 2.08% 24
2019
Q3 		$19.5M Buy
232,197
+257
+0.1% +$19.4K 2.34% 25
2019
Q2 		$15.2M Sell
231,940
-28,305
-11% -$1.63M 1.83% 29
2019
Q1 		$15.3M Sell
260,245
-52,440
-17% -$3.13M 1.86% 28
2018
Q4 		$16.6M Sell
312,685
-106,545
-25% -$5.85M 2.31% 23
2018
Q3 		$25.1M Sell
419,230
-67,410
-14% -$3.69M 2.9% 18
2018
Q2 		$20.9M Sell
486,640
-205,175
-30% -$8.29M 2.6% 21
2018
Q1 		$24.2M Sell
691,815
-7,075
-1% -$258K 3.14% 18
2017
Q4 		$25.3M Buy
698,890
+62,325
+10% +$2.18M 3.35% 17
2017
Q3 		$20.3M Buy
636,565
+42,725
+7% +$1.31M 2.9% 19
2017
Q2 		$17.2M Buy
593,840
+347,804
+141% +$9.76M 2.84% 19
2017
Q1 		$7.34M Buy
+246,036
New +$7.94M 1.26% 29

Other funds holding MEDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bernzott Capital Advisors's MEDP Position: Q3 2021 in Review

Bernzott Capital Advisors sold out of Medpace (MEDP) in Q3 2021, closing a stake of 69,247 shares — an estimated $12.2M sold.

Bernzott Capital Advisors first reported a position in MEDP in Q1 2017 and held it in 18 quarters. The position peaked at $25.3M in Q4 2017. 337 funds tracked by Wall St. Rank hold MEDP as of Q3 2021.

  • Bernzott Capital Advisors reported no remaining Medpace position as of Q3 2021 after selling out during the quarter.
  • Bernzott Capital Advisors sold 69,247 Medpace shares in Q3 2021, an estimated $12.2M.
  • Bernzott Capital Advisors first reported a position in Medpace in Q1 2017 and held it in 18 quarters.
  • Bernzott Capital Advisors's Medpace position peaked at $25.3M in Q4 2017.
  • 337 funds tracked by Wall St. Rank held Medpace as of Q3 2021.

Based on Bernzott Capital Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.