MLFP
MDP

MPS Loria Financial Planners’s Meredith Corporation MDP Stock Holding History

MPS Loria Financial Planners’s Portfolio MDP Stock Details MDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-136
Closed -$4K – 614
2021
Q1 		$4K Hold
136
– – ﹤0.01% 382
2020
Q4 		$3K Hold
136
– – ﹤0.01% 437
2020
Q3 		$2K Hold
136
– – ﹤0.01% 301
2020
Q2 		$2K Buy
+136
New +$1.98K ﹤0.01% 308

Other funds holding MDP

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's MDP Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Meredith Corporation (MDP) in Q2 2021, closing a stake of 136 shares — an estimated $4K sold.

MPS Loria Financial Planners first reported a position in MDP in Q2 2020 and held it in 4 quarters. The position peaked at $4K in Q1 2021. 202 funds tracked by Wall St. Rank hold MDP as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Meredith Corporation position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 136 Meredith Corporation shares in Q2 2021, an estimated $4K.
  • MPS Loria Financial Planners first reported a position in Meredith Corporation in Q2 2020 and held it in 4 quarters.
  • MPS Loria Financial Planners's Meredith Corporation position peaked at $4K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held Meredith Corporation as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.