Forum Financial Management’s Madrigal Pharmaceuticals MDGL Stock Holding History

Forum Financial Management’s Portfolio MDGL Stock Details MDGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,630	Closed	-$608K	–	663
2023 Q2	$608K	Hold	2,630	–	–	0.01%	252
2023 Q1	$637K	Hold	2,630	–	–	0.02%	213
2022 Q4	$763K	Buy	+2,630	New	+$257K	0.03%	180
2022 Q3	–	Sell	-2,976	Closed	-$213K	–	583
2022 Q2	$213K	Hold	2,976	–	–	0.01%	495
2022 Q1	$292K	Buy	2,976 +240	+9%	+$20.2K	0.01%	405
2021 Q4	$232K	Buy	+2,736	New	+$225K	0.01%	544

Other funds holding MDGL

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Forum Financial Management's MDGL Position: Q3 2023 in Review

Forum Financial Management sold out of Madrigal Pharmaceuticals (MDGL) in Q3 2023, closing a stake of 2,630 shares — an estimated $608K sold.

Forum Financial Management first reported a position in MDGL in Q4 2021 and held it in 6 quarters. The position peaked at $763K in Q4 2022. 205 funds tracked by Wall St. Rank hold MDGL as of Q3 2023.

Forum Financial Management reported no remaining Madrigal Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
Forum Financial Management sold 2,630 Madrigal Pharmaceuticals shares in Q3 2023, an estimated $608K.
Forum Financial Management first reported a position in Madrigal Pharmaceuticals in Q4 2021 and held it in 6 quarters.
Forum Financial Management's Madrigal Pharmaceuticals position peaked at $763K in Q4 2022.
205 funds tracked by Wall St. Rank held Madrigal Pharmaceuticals as of Q3 2023.

Based on Forum Financial Management's 13F filing for Q3 2023, filed 6 Nov 2023.