AA
MED icon

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 $5.7T AUM 30.48% 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 $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return