JMH
MDSO

J.M. Hartwell’s Medidata Solutions, Inc. MDSO Stock Holding History

J.M. Hartwell’s Portfolio MDSO Stock Details MDSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-7,400
Closed -$578K – 90
2017
Q3 		$578K Sell
7,400
-2,000
-21% -$152K 0.11% 54
2017
Q2 		$735K Hold
9,400
– – 0.15% 43
2017
Q1 		$542K Hold
9,400
– – 0.12% 60
2016
Q4 		$467K Hold
9,400
– – 0.12% 60
2016
Q3 		$524K Sell
9,400
-1,000
-10% -$53K 0.13% 57
2016
Q2 		$487K Hold
10,400
– – 0.12% 58
2016
Q1 		$403K Buy
10,400
+310
+3% +$12K 0.1% 65
2015
Q4 		$497K Buy
10,090
+1,400
+16% +$61.6K 0.12% 61
2015
Q3 		$366K Hold
8,690
– – 0.08% 72
2015
Q2 		$472K Hold
8,690
– – 0.1% 75
2015
Q1 		$426K Buy
8,690
+1,000
+13% +$46.3K 0.09% 75
2014
Q4 		$367K Hold
7,690
– – 0.09% 84
2014
Q3 		$341K Sell
7,690
-3,270
-30% -$145K 0.08% 87
2014
Q2 		$469K Buy
10,960
+2,600
+31% +$108K 0.09% 73
2014
Q1 		$454K Sell
8,360
-6,940
-45% -$423K 0.09% 67
2013
Q4 		$926K Sell
15,300
-11,680
-43% -$647K 0.19% 37
2013
Q3 		$1.33M Buy
26,980
+1,050
+4% +$46.3K 0.3% 31
2013
Q2 		$1M Buy
+25,930
New +$845K 0.24% 36

Other funds holding MDSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

J.M. Hartwell's MDSO Position: Q4 2017 in Review

J.M. Hartwell sold out of Medidata Solutions, Inc. (MDSO) in Q4 2017, closing a stake of 7,400 shares — an estimated $578K sold.

J.M. Hartwell first reported a position in MDSO in Q2 2013 and held it in 18 quarters. The position peaked at $1.33M in Q3 2013. 285 funds tracked by Wall St. Rank hold MDSO as of Q4 2017.

  • J.M. Hartwell reported no remaining Medidata Solutions, Inc. position as of Q4 2017 after selling out during the quarter.
  • J.M. Hartwell sold 7,400 Medidata Solutions, Inc. shares in Q4 2017, an estimated $578K.
  • J.M. Hartwell first reported a position in Medidata Solutions, Inc. in Q2 2013 and held it in 18 quarters.
  • J.M. Hartwell's Medidata Solutions, Inc. position peaked at $1.33M in Q3 2013.
  • 285 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q4 2017.

Based on J.M. Hartwell's 13F filing for Q4 2017, filed 22 Jan 2018.