SW
MDP

SVB Wealth’s Meredith Corporation MDP Stock Holding History

SVB Wealth’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
2020
Q1 		– Sell
-6,488
Closed -$211K – 696
2019
Q4 		$211K Sell
6,488
-3,775
-37% -$134K ﹤0.01% 565
2019
Q3 		$376K Sell
10,263
-4,293
-29% -$200K 0.01% 409
2019
Q2 		$801K Sell
14,556
-771
-5% -$43.2K 0.03% 313
2019
Q1 		$847K Buy
15,327
+32
+0.2% +$1.78K 0.03% 239
2018
Q4 		$794K Sell
15,295
-1,332
-8% -$72.2K 0.03% 240
2018
Q3 		$849K Buy
16,627
+374
+2% +$19.6K 0.03% 270
2018
Q2 		$829K Sell
16,253
-1,145
-7% -$58.7K 0.03% 268
2018
Q1 		$936K Buy
17,398
+2,145
+14% +$127K 0.04% 270
2017
Q4 		$1.01M Buy
15,253
+359
+2% +$21.7K 0.04% 258
2017
Q3 		$827K Buy
14,894
+510
+4% +$28.9K 0.03% 284
2017
Q2 		$855K Buy
14,384
+1,623
+13% +$94.8K 0.03% 278
2017
Q1 		$824K Buy
12,761
+778
+6% +$47.9K 0.03% 279
2016
Q4 		$709K Buy
11,983
+2,115
+21% +$111K 0.03% 298
2016
Q3 		$513K Buy
9,868
+1,985
+25% +$106K 0.02% 333
2016
Q2 		$409K Buy
7,883
+817
+12% +$40.5K 0.02% 378
2016
Q1 		$336K Buy
+7,066
New +$300K 0.01% 425

Other funds holding MDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SVB Wealth's MDP Position: Q1 2020 in Review

SVB Wealth sold out of Meredith Corporation (MDP) in Q1 2020, closing a stake of 6,488 shares — an estimated $211K sold.

SVB Wealth first reported a position in MDP in Q1 2016 and held it in 16 quarters. The position peaked at $1.01M in Q4 2017. 216 funds tracked by Wall St. Rank hold MDP as of Q1 2020.

  • SVB Wealth reported no remaining Meredith Corporation position as of Q1 2020 after selling out during the quarter.
  • SVB Wealth sold 6,488 Meredith Corporation shares in Q1 2020, an estimated $211K.
  • SVB Wealth first reported a position in Meredith Corporation in Q1 2016 and held it in 16 quarters.
  • SVB Wealth's Meredith Corporation position peaked at $1.01M in Q4 2017.
  • 216 funds tracked by Wall St. Rank held Meredith Corporation as of Q1 2020.

Based on SVB Wealth's 13F filing for Q1 2020, filed 11 May 2020.