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ALPS Advisors’s Medifast MED Stock Holding History

ALPS 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
2022
Q1 		– Sell
-1,692
Closed -$354K – 914
2021
Q4 		$354K Buy
1,692
+34
+2% +$7.03K ﹤0.01% 772
2021
Q3 		$319K Buy
1,658
+312
+23% +$76.7K ﹤0.01% 848
2021
Q2 		$381K Hold
1,346
– – ﹤0.01% 609
2021
Q1 		$285K Sell
1,346
-140
-9% -$33.5K ﹤0.01% 835
2020
Q4 		$292K Sell
1,486
-45
-3% -$7.95K ﹤0.01% 731
2020
Q3 		$252K Buy
+1,531
New +$252K ﹤0.01% 764
2019
Q3 		– Sell
-2,823
Closed -$362K – 932
2019
Q2 		$362K Sell
2,823
-148
-5% -$20.6K ﹤0.01% 753
2019
Q1 		$379K Buy
2,971
+993
+50% +$126K ﹤0.01% 806
2018
Q4 		$247K Sell
1,978
-200
-9% -$34.2K ﹤0.01% 834
2018
Q3 		$483K Sell
2,178
-2,936
-57% -$595K ﹤0.01% 679
2018
Q2 		$819K Sell
5,114
-240
-4% -$30.7K 0.01% 385
2018
Q1 		$500K Sell
5,354
-3,165
-37% -$236K ﹤0.01% 515
2017
Q4 		$595K Hold
8,519
– – ﹤0.01% 404
2017
Q3 		$506K Buy
+8,519
New +$424K ﹤0.01% 491
2014
Q1 		– Sell
-18,235
Closed -$484K – 647
2013
Q4 		$484K Buy
18,235
+8,841
+94% +$227K ﹤0.01% 425
2013
Q3 		$253K Buy
+9,394
New +$251K ﹤0.01% 368

Other funds holding MED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ALPS Advisors's MED Position: Q1 2022 in Review

ALPS Advisors sold out of Medifast (MED) in Q1 2022, closing a stake of 1,692 shares — an estimated $354K sold.

ALPS Advisors first reported a position in MED in Q3 2013 and held it in 16 quarters. The position peaked at $819K in Q2 2018. 288 funds tracked by Wall St. Rank hold MED as of Q1 2022.

  • ALPS Advisors reported no remaining Medifast position as of Q1 2022 after selling out during the quarter.
  • ALPS Advisors sold 1,692 Medifast shares in Q1 2022, an estimated $354K.
  • ALPS Advisors first reported a position in Medifast in Q3 2013 and held it in 16 quarters.
  • ALPS Advisors's Medifast position peaked at $819K in Q2 2018.
  • 288 funds tracked by Wall St. Rank held Medifast as of Q1 2022.

Based on ALPS Advisors's 13F filing for Q1 2022, filed 16 May 2022.