TrueWealth LLC’s Pediatrix Medical MD Stock Holding History

TrueWealth LLC’s Portfolio MD Stock Details MD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-45	Closed	-$1K	–	721
2019 Q2	$1K	Hold	45	–	–	﹤0.01%	695
2019 Q1	$1K	Hold	45	–	–	﹤0.01%	697
2018 Q4	$1K	Hold	45	–	–	﹤0.01%	700
2018 Q3	$2K	Hold	45	–	–	﹤0.01%	731
2018 Q2	$2K	Hold	45	–	–	﹤0.01%	738
2018 Q1	$3K	Hold	45	–	–	﹤0.01%	658
2017 Q4	$2K	Buy	+45	New	+$2.12K	﹤0.01%	809

Other funds holding MD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TrueWealth LLC's MD Position: Q3 2019 in Review

TrueWealth LLC sold out of Pediatrix Medical (MD) in Q3 2019, closing a stake of 45 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in MD in Q4 2017 and held it in 7 quarters. The position peaked at $3K in Q1 2018. 223 funds tracked by Wall St. Rank hold MD as of Q3 2019.

TrueWealth LLC reported no remaining Pediatrix Medical position as of Q3 2019 after selling out during the quarter.
TrueWealth LLC sold 45 Pediatrix Medical shares in Q3 2019, an estimated $1K.
TrueWealth LLC first reported a position in Pediatrix Medical in Q4 2017 and held it in 7 quarters.
TrueWealth LLC's Pediatrix Medical position peaked at $3K in Q1 2018.
223 funds tracked by Wall St. Rank held Pediatrix Medical as of Q3 2019.

Based on TrueWealth LLC's 13F filing for Q3 2019, filed 10 Oct 2019.