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Kula Investments’s Medpace MEDP Stock Holding History

Kula 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
Q1 		$274K Sell
1,455
-177
-11% -$36.6K 0.07% 480
2022
Q4 		$347K Buy
+1,632
New +$326K 0.1% 332

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Kula Investments's MEDP Position: Q1 2023 in Review

Kula Investments reduced its Medpace (MEDP) stake by 11% in Q1 2023, selling an estimated $36.6K and leaving 1,455 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #480.

Kula Investments first reported a position in MEDP in Q4 2022 and has held it in 2 quarters since. The position peaked at $347K in Q4 2022. 416 funds tracked by Wall St. Rank hold MEDP as of Q1 2023.

  • Kula Investments held 1,455 shares of Medpace worth $274K as of Q1 2023.
  • Kula Investments sold 177 Medpace shares in Q1 2023, an estimated $36.6K.
  • Medpace made up 0.07% of Kula Investments's portfolio in Q1 2023, its #480 holding.
  • Kula Investments first reported a position in Medpace in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Medpace position peaked at $347K in Q4 2022.
  • 416 funds tracked by Wall St. Rank held Medpace as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.