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 $5.7T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return