Pathstone Family Office’s Medpace MEDP Stock Holding History

Pathstone Family Office’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 Q3	$895K	Buy	3,696 +554	+18%	+$142K	0.01%	765
2023 Q2	$755K	Buy	+3,142	New	+$653K	0.01%	576
2023 Q1	–	Sell	-5,598	Closed	-$990K	–	1389
2022 Q4	$990K	Buy	5,598 +286	+5%	+$57.1K	0.01%	799
2022 Q3	$836K	Buy	+5,312	New	+$848K	0.01%	836
2021 Q1	–	Sell	-6	Closed	-$1K	–	1062
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	1101
2020 Q3	$1K	Sell	6 -6	-50%	-$694	﹤0.01%	751
2020 Q2	$2K	Buy	+12	New	+$1.02K	﹤0.01%	635

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Pathstone Family Office's MEDP Position: Q3 2023 in Review

Pathstone Family Office increased its Medpace (MEDP) stake by 18% in Q3 2023, buying an estimated $142K and bringing the position to 3,696 shares worth $895K. The position accounts for 0.01% of the portfolio, ranked #765.

Pathstone Family Office first reported a position in MEDP in Q2 2020 and has held it in 7 quarters since. The position peaked at $990K in Q4 2022. 488 funds tracked by Wall St. Rank hold MEDP as of Q3 2023.

Pathstone Family Office held 3,696 shares of Medpace worth $895K as of Q3 2023.
Pathstone Family Office bought 554 Medpace shares in Q3 2023, an estimated $142K.
Medpace made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #765 holding.
Pathstone Family Office first reported a position in Medpace in Q2 2020 and has held it in 7 quarters since.
Pathstone Family Office's Medpace position peaked at $990K in Q4 2022.
488 funds tracked by Wall St. Rank held Medpace as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.