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Disciplined Investments’s Medpace MEDP Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-5
Closed -$1.2K – 962
2023
Q2 		$1.2K Sell
5
-2
-29% -$415 ﹤0.01% 882
2023
Q1 		$1.32K Buy
7
+2
+40% +$414 ﹤0.01% 849
2022
Q4 		$1.06K Hold
5
– – ﹤0.01% 874
2022
Q3 		$1K Sell
5
-2
-29% -$319 ﹤0.01% 990
2022
Q2 		$1K Buy
7
+1
+17% +$145 ﹤0.01% 1007
2022
Q1 		$1K Buy
+6
New +$989 ﹤0.01% 1071

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Disciplined Investments's MEDP Position: Q3 2023 in Review

Disciplined Investments sold out of Medpace (MEDP) in Q3 2023, closing a stake of 5 shares — an estimated $1.2K sold.

Disciplined Investments first reported a position in MEDP in Q1 2022 and held it in 6 quarters. The position peaked at $1.32K in Q1 2023. 488 funds tracked by Wall St. Rank hold MEDP as of Q3 2023.

  • Disciplined Investments reported no remaining Medpace position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 Medpace shares in Q3 2023, an estimated $1.2K.
  • Disciplined Investments first reported a position in Medpace in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Medpace position peaked at $1.32K in Q1 2023.
  • 488 funds tracked by Wall St. Rank held Medpace as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.