Aurora Investment Counsel’s Medifast MED Stock Holding History

Aurora Investment Counsel’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 Q4	–	Sell	-5,018	Closed	-$544K	–	117
2022 Q3	$544K	Sell	5,018 -169	-3%	-$24.2K	0.41%	108
2022 Q2	$936K	Buy	5,187 +24	+0.5%	+$4.29K	0.68%	83
2022 Q1	$882K	Buy	5,163 +237	+5%	+$44.7K	0.56%	103
2021 Q4	$1.03M	Buy	4,926 +1,573	+47%	+$325K	0.61%	89
2021 Q3	$646K	Buy	+3,353	New	+$824K	0.45%	110
2021 Q2	–	Sell	-1,310	Closed	-$277K	–	130
2021 Q1	$277K	Sell	1,310 -460	-26%	-$110K	0.2%	109
2020 Q4	$348K	Hold	1,770	–	–	0.28%	108
2020 Q3	$307K	Sell	1,770 -1,816	-51%	-$299K	0.25%	112
2020 Q2	$498K	Buy	+3,586	New	+$329K	0.47%	105

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Aurora Investment Counsel's MED Position: Q4 2022 in Review

Aurora Investment Counsel sold out of Medifast (MED) in Q4 2022, closing a stake of 5,018 shares — an estimated $544K sold.

Aurora Investment Counsel first reported a position in MED in Q2 2020 and held it in 9 quarters. The position peaked at $1.03M in Q4 2021. 277 funds tracked by Wall St. Rank hold MED as of Q4 2022.

Aurora Investment Counsel reported no remaining Medifast position as of Q4 2022 after selling out during the quarter.
Aurora Investment Counsel sold 5,018 Medifast shares in Q4 2022, an estimated $544K.
Aurora Investment Counsel first reported a position in Medifast in Q2 2020 and held it in 9 quarters.
Aurora Investment Counsel's Medifast position peaked at $1.03M in Q4 2021.
277 funds tracked by Wall St. Rank held Medifast as of Q4 2022.

Based on Aurora Investment Counsel's 13F filing for Q4 2022, filed 3 Feb 2023.