Aperio Group’s Medifast MED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.19M | Buy |
26,430
+377
| +1% | +$66.6K | 0.02% | 819 |
|
|
2020
Q3 | $4.28M | Buy |
26,053
+198
| +0.8% | +$32.6K | 0.01% | 790 |
|
|
2020
Q2 | $3.59M | Sell |
25,855
-391
| -1% | -$35.9K | 0.01% | 859 |
|
|
2020
Q1 | $1.64M | Buy |
26,246
+228
| +0.9% | +$20.8K | 0.01% | 1100 |
|
|
2019
Q4 | $2.85M | Sell |
26,018
-1,886
| -7% | -$183K | 0.01% | 941 |
|
|
2019
Q3 | $2.89M | Sell |
27,904
-3,601
| -11% | -$387K | 0.01% | 904 |
|
|
2019
Q2 | $4.04M | Sell |
31,505
-97
| -0.3% | -$13.5K | 0.02% | 790 |
|
|
2019
Q1 | $4.03M | Sell |
31,602
-2,265
| -7% | -$287K | 0.02% | 763 |
|
|
2018
Q4 | $4.23M | Sell |
33,867
-4,534
| -12% | -$776K | 0.02% | 700 |
|
|
2018
Q3 | $8.51M | Sell |
38,401
-3,603
| -9% | -$730K | 0.04% | 496 |
|
|
2018
Q2 | $6.73M | Sell |
42,004
-1,503
| -3% | -$192K | 0.03% | 565 |
|
|
2018
Q1 | $4.07M | Sell |
43,507
-5,451
| -11% | -$407K | 0.02% | 726 |
|
|
2017
Q4 | $3.42M | Buy |
48,958
+11,839
| +32% | +$785K | 0.02% | 779 |
|
|
2017
Q3 | $2.2M | Buy |
37,119
+10,449
| +39% | +$520K | 0.01% | 903 |
|
|
2017
Q2 | $1.11M | Sell |
26,670
-2,846
| -10% | -$124K | 0.01% | 1187 |
|
|
2017
Q1 | $1.31M | Sell |
29,516
-235
| -0.8% | -$10.1K | 0.01% | 1052 |
|
|
2016
Q4 | $1.24M | Buy |
29,751
+6,002
| +25% | +$242K | 0.01% | 1027 |
|
|
2016
Q3 | $897K | Buy |
23,749
+613
| +3% | +$22K | 0.01% | 1153 |
|
|
2016
Q2 | $770K | Buy |
23,136
+844
| +4% | +$27.2K | 0.01% | 1195 |
|
|
2016
Q1 | $673K | Buy |
22,292
+665
| +3% | +$19.4K | 0.01% | 1228 |
|
|
2015
Q4 | $657K | Buy |
21,627
+823
| +4% | +$24.5K | 0.01% | 1202 |
|
|
2015
Q3 | $559K | Buy |
20,804
+149
| +0.7% | +$4.34K | 0.01% | 1238 |
|
|
2015
Q2 | $668K | Buy |
20,655
+74
| +0.4% | +$2.35K | 0.01% | 1175 |
|
|
2015
Q1 | $617K | Buy |
20,581
+1,242
| +6% | +$39.4K | 0.01% | 1162 |
|
|
2014
Q4 | $649K | Sell |
19,339
-1,124
| -5% | -$35K | 0.01% | 1089 |
|
|
2014
Q3 | $672K | Buy |
20,463
+146
| +0.7% | +$4.48K | 0.01% | 1006 |
|
|
2014
Q2 | $618K | Buy |
20,317
+1,125
| +6% | +$35.1K | 0.01% | 1030 |
|
|
2014
Q1 | $558K | Buy |
+19,192
| New | +$514K | 0.01% | 1277 |
|
|
2013
Q4 | – | Sell |
-15,871
| Closed | -$407K | – | 1291 |
|
|
2013
Q3 | $427K | Hold |
15,871
| – | – | 0.01% | 1206 |
|
|
2013
Q2 | $409K | Buy |
+15,871
| New | +$417K | 0.01% | 1122 |
|
Other funds holding MED
RHJA
Aperio Group's MED Position: Q4 2020 in Review
Aperio Group increased its Medifast (MED) stake by 1.4% in Q4 2020, buying an estimated $66.6K and bringing the position to 26,430 shares worth $5.19M. The position accounts for 0.02% of the portfolio, ranked #819.
Aperio Group first reported a position in MED in Q2 2013 and has held it in 30 quarters since. The position peaked at $8.51M in Q3 2018. 261 funds tracked by Wall St. Rank hold MED as of Q4 2020.
- Aperio Group held 26,430 shares of Medifast worth $5.19M as of Q4 2020.
- Aperio Group bought 377 Medifast shares in Q4 2020, an estimated $66.6K.
- Medifast made up 0.02% of Aperio Group's portfolio in Q4 2020, its #819 holding.
- Aperio Group first reported a position in Medifast in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Medifast position peaked at $8.51M in Q3 2018.
- 261 funds tracked by Wall St. Rank held Medifast as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.