Advisor Group’s Medifast MED Stock Holding History

Advisor Group’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 Q4	$80K	Buy	737 +93	+14%	+$9K	﹤0.01%	3092
2019 Q3	$66K	Sell	644 -98	-13%	-$10.5K	﹤0.01%	3191
2019 Q2	$95K	Sell	742 -710	-49%	-$98.6K	﹤0.01%	2901
2019 Q1	$184K	Buy	1,452 +49	+3%	+$6.21K	﹤0.01%	2349
2018 Q4	$175K	Sell	1,403 -606	-30%	-$104K	﹤0.01%	2192
2018 Q3	$446K	Buy	2,009 +1,008	+101%	+$204K	﹤0.01%	1552
2018 Q2	$160K	Buy	1,001 +544	+119%	+$69.6K	﹤0.01%	2148
2018 Q1	$42K	Hold	457	–	–	﹤0.01%	3197
2017 Q4	$32K	Hold	457	–	–	﹤0.01%	3394
2017 Q3	$27K	Hold	457	–	–	﹤0.01%	3383
2017 Q2	$19K	Hold	457	–	–	﹤0.01%	3529
2017 Q1	$20K	Hold	457	–	–	﹤0.01%	3368
2016 Q4	$19K	Hold	457	–	–	﹤0.01%	3244
2016 Q3	$17K	Sell	457 -100	-18%	-$3.58K	﹤0.01%	3256
2016 Q2	$17K	Buy	+557	New	+$18K	﹤0.01%	3164

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

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

PAMU

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

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

Advisor Group's MED Position: Q4 2019 in Review

Advisor Group increased its Medifast (MED) stake by 14% in Q4 2019, buying an estimated $9K and bringing the position to 737 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #3092.

Advisor Group first reported a position in MED in Q2 2016 and has held it in 15 quarters since. The position peaked at $446K in Q3 2018. 219 funds tracked by Wall St. Rank hold MED as of Q4 2019.

Advisor Group held 737 shares of Medifast worth $80K as of Q4 2019.
Advisor Group bought 93 Medifast shares in Q4 2019, an estimated $9K.
Medifast made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3092 holding.
Advisor Group first reported a position in Medifast in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Medifast position peaked at $446K in Q3 2018.
219 funds tracked by Wall St. Rank held Medifast as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.