Lloyd Advisory Services’s Medpace MEDP Stock Holding History

Lloyd Advisory Services’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 Q4	–	Sell	-1,629	Closed	-$394K	–	255
2023 Q3	$394K	Buy	+1,629	New	+$417K	0.13%	151

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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

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

Lloyd Advisory Services's MEDP Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Medpace (MEDP) in Q4 2023, closing a stake of 1,629 shares — an estimated $394K sold.

Lloyd Advisory Services first reported a position in MEDP in Q3 2023 and held it in 1 quarter. The position peaked at $394K in Q3 2023. 544 funds tracked by Wall St. Rank hold MEDP as of Q4 2023.

Lloyd Advisory Services reported no remaining Medpace position as of Q4 2023 after selling out during the quarter.
Lloyd Advisory Services sold 1,629 Medpace shares in Q4 2023, an estimated $394K.
Lloyd Advisory Services first reported a position in Medpace in Q3 2023 and held it in 1 quarter.
Lloyd Advisory Services's Medpace position peaked at $394K in Q3 2023.
544 funds tracked by Wall St. Rank held Medpace as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.