12 West Capital Management’s Medifast MED Stock Holding History

12 West Capital Management’s Portfolio MED Stock Details MED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-115,341	Closed	-$14.7M	–	16
2019 Q1	$14.7M	Sell	115,341 -40,000	-26%	-$5.07M	1.2%	11
2018 Q4	$19.4M	Buy	155,341 +40,000	+35%	+$6.84M	2%	11
2018 Q3	$25.6M	Buy	+115,341	New	+$23.4M	1.88%	13
2015 Q3	–	Sell	-306,830	Closed	-$9.92M	–	19
2015 Q2	$9.92M	Hold	306,830	–	–	1.13%	14
2015 Q1	$9.2M	Hold	306,830	–	–	1.02%	14
2014 Q4	$10.3M	Sell	306,830 -327,670	-52%	-$10.2M	1.28%	13
2014 Q3	$20.8M	Buy	+634,500	New	+$19.5M	2.43%	14

Other funds holding MED

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

HCM

Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

12 West Capital Management's MED Position: Q2 2019 in Review

12 West Capital Management sold out of Medifast (MED) in Q2 2019, closing a stake of 115,341 shares — an estimated $14.7M sold.

12 West Capital Management first reported a position in MED in Q3 2014 and held it in 7 quarters. The position peaked at $25.6M in Q3 2018. 251 funds tracked by Wall St. Rank hold MED as of Q2 2019.

12 West Capital Management reported no remaining Medifast position as of Q2 2019 after selling out during the quarter.
12 West Capital Management sold 115,341 Medifast shares in Q2 2019, an estimated $14.7M.
12 West Capital Management first reported a position in Medifast in Q3 2014 and held it in 7 quarters.
12 West Capital Management's Medifast position peaked at $25.6M in Q3 2018.
251 funds tracked by Wall St. Rank held Medifast as of Q2 2019.

Based on 12 West Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.