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Avalon Investment & Advisory’s Medifast MED Stock Holding History

Avalon Investment & Advisory’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
-13,524
Closed -$2.83M – 328
2021
Q4 		$2.83M Sell
13,524
-5,428
-29% -$1.12M 0.07% 154
2021
Q3 		$3.65M Buy
+18,952
New +$4.66M 0.08% 159

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 $3.38T AUM 44.17% 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

Avalon Investment & Advisory's MED Position: Q1 2022 in Review

Avalon Investment & Advisory sold out of Medifast (MED) in Q1 2022, closing a stake of 13,524 shares — an estimated $2.83M sold.

Avalon Investment & Advisory first reported a position in MED in Q3 2021 and held it in 2 quarters. The position peaked at $3.65M in Q3 2021. 288 funds tracked by Wall St. Rank hold MED as of Q1 2022.

  • Avalon Investment & Advisory reported no remaining Medifast position as of Q1 2022 after selling out during the quarter.
  • Avalon Investment & Advisory sold 13,524 Medifast shares in Q1 2022, an estimated $2.83M.
  • Avalon Investment & Advisory first reported a position in Medifast in Q3 2021 and held it in 2 quarters.
  • Avalon Investment & Advisory's Medifast position peaked at $3.65M in Q3 2021.
  • 288 funds tracked by Wall St. Rank held Medifast as of Q1 2022.

Based on Avalon Investment & Advisory's 13F filing for Q1 2022, filed 17 May 2022.