Affinity Investment Advisors’s Medifast MED Stock Holding History

Affinity Investment Advisors’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
2023 Q4	–	Sell	-3,903	Closed	-$292K	–	193
2023 Q3	$292K	Sell	3,903 -6	-0.2%	-$532	0.19%	159
2023 Q2	$360K	Sell	3,909 -1,062	-21%	-$94.5K	0.21%	155
2023 Q1	$515K	Buy	4,971 +57	+1%	+$6.32K	0.28%	135
2022 Q4	$567K	Buy	4,914 +402	+9%	+$46.8K	0.26%	132
2022 Q3	$489K	Hold	4,512	–	–	0.25%	131
2022 Q2	$814K	Hold	4,512	–	–	0.4%	78
2022 Q1	$771K	Buy	4,512 +4	+0.1%	+$754	0.32%	118
2021 Q4	$944K	Buy	4,508 +759	+20%	+$157K	0.38%	97
2021 Q3	$722K	Hold	3,749	–	–	0.32%	119
2021 Q2	$1.06M	Sell	3,749 -7	-0.2%	-$1.9K	0.48%	70
2021 Q1	$796K	Buy	+3,756	New	+$899K	0.29%	103
2019 Q4	–	Sell	-3,159	Closed	-$327K	–	147
2019 Q3	$327K	Buy	3,159 +371	+13%	+$39.9K	0.1%	117
2019 Q2	$358K	Buy	+2,788	New	+$387K	0.1%	119

Other funds holding MED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Affinity Investment Advisors's MED Position: Q4 2023 in Review

Affinity Investment Advisors sold out of Medifast (MED) in Q4 2023, closing a stake of 3,903 shares — an estimated $292K sold.

Affinity Investment Advisors first reported a position in MED in Q2 2019 and held it in 13 quarters. The position peaked at $1.06M in Q2 2021. 216 funds tracked by Wall St. Rank hold MED as of Q4 2023.

Affinity Investment Advisors reported no remaining Medifast position as of Q4 2023 after selling out during the quarter.
Affinity Investment Advisors sold 3,903 Medifast shares in Q4 2023, an estimated $292K.
Affinity Investment Advisors first reported a position in Medifast in Q2 2019 and held it in 13 quarters.
Affinity Investment Advisors's Medifast position peaked at $1.06M in Q2 2021.
216 funds tracked by Wall St. Rank held Medifast as of Q4 2023.

Based on Affinity Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.