Lee Financial’s Medpace MEDP Stock Holding History

Lee Financial’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	–	Sell	-1	Closed	-$212	–	894
2022 Q4	$212	Hold	1	–	–	﹤0.01%	878
2022 Q3	$0	Hold	1	–	–	﹤0.01%	932
2022 Q2	$0	Buy	+1	New	+$145	﹤0.01%	930
2018 Q3	–	Sell	-400	Closed	-$17K	–	607
2018 Q2	$17K	Sell	400 -400	-50%	-$16.2K	﹤0.01%	378
2018 Q1	$28K	Buy	800 +400	+100%	+$14.6K	0.01%	310
2017 Q4	$15K	Hold	400	–	–	﹤0.01%	279
2017 Q3	$13K	Hold	400	–	–	﹤0.01%	292
2017 Q2	$12K	Buy	+400	New	+$11.2K	﹤0.01%	300

Other funds holding MEDP

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Lee Financial's MEDP Position: Q1 2023 in Review

Lee Financial sold out of Medpace (MEDP) in Q1 2023, closing a stake of 1 share — an estimated $212 sold.

Lee Financial first reported a position in MEDP in Q2 2017 and held it in 8 quarters. The position peaked at $28K in Q1 2018. 416 funds tracked by Wall St. Rank hold MEDP as of Q1 2023.

Lee Financial reported no remaining Medpace position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 1 Medpace share in Q1 2023, an estimated $212.
Lee Financial first reported a position in Medpace in Q2 2017 and held it in 8 quarters.
Lee Financial's Medpace position peaked at $28K in Q1 2018.
416 funds tracked by Wall St. Rank held Medpace as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.