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Steward Financial Group’s Medpace MEDP Stock Holding History

Steward Financial Group’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 		$5K Buy
+22
New +$5.63K ﹤0.01% 626
2023
Q2 		– Sell
-22
Closed -$4K – 781
2023
Q1 		$4K Buy
22
+13
+144% +$2.69K ﹤0.01% 363
2022
Q4 		$1K Buy
+9
New +$1.8K ﹤0.01% 438
2022
Q3 		– Sell
-3
Closed – – 814
2022
Q2 		$0 Buy
+3
New +$434 ﹤0.01% 1205

Other funds holding MEDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Financial Group's MEDP Position: Q3 2023 in Review

Steward Financial Group opened a new position in Medpace (MEDP) in Q3 2023: 22 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MEDP as recently as Q1 2023.

Steward Financial Group first reported a position in MEDP in Q2 2022 and has held it in 4 quarters since. 488 funds tracked by Wall St. Rank hold MEDP as of Q3 2023.

  • Steward Financial Group held 22 shares of Medpace worth $5K as of Q3 2023.
  • Medpace was a new Steward Financial Group position in Q3 2023.
  • Medpace made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #626 holding.
  • Steward Financial Group first reported a position in Medpace in Q2 2022 and has held it in 4 quarters since.
  • 488 funds tracked by Wall St. Rank held Medpace as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.