GoalVest Advisory’s Medpace MEDP Stock Holding History

GoalVest Advisory’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
2024 Q1	–	Sell	-6	Closed	-$1.84K	–	448
2023 Q4	$1.84K	Sell	6 -13	-68%	-$3.51K	﹤0.01%	336
2023 Q3	$4.6K	Buy	19 +5	+36%	+$1.28K	﹤0.01%	351
2023 Q2	$3.36K	Buy	+14	New	+$2.91K	﹤0.01%	325

Other funds holding MEDP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

GoalVest Advisory's MEDP Position: Q1 2024 in Review

GoalVest Advisory sold out of Medpace (MEDP) in Q1 2024, closing a stake of 6 shares — an estimated $1.84K sold.

GoalVest Advisory first reported a position in MEDP in Q2 2023 and held it in 3 quarters. The position peaked at $4.6K in Q3 2023. 597 funds tracked by Wall St. Rank hold MEDP as of Q1 2024.

GoalVest Advisory reported no remaining Medpace position as of Q1 2024 after selling out during the quarter.
GoalVest Advisory sold 6 Medpace shares in Q1 2024, an estimated $1.84K.
GoalVest Advisory first reported a position in Medpace in Q2 2023 and held it in 3 quarters.
GoalVest Advisory's Medpace position peaked at $4.6K in Q3 2023.
597 funds tracked by Wall St. Rank held Medpace as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.