Baird Financial Group
MED icon

Baird Financial Group’s Medifast MED Stock Holding History

Baird Financial Group’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
2024
Q3 		– Sell
-14,973
Closed -$327K – 1799
2024
Q2 		$327K Sell
14,973
-108
-0.7% -$2.88K ﹤0.01% 1533
2024
Q1 		$578K Sell
15,081
-1,229
-8% -$59.5K ﹤0.01% 1335
2023
Q4 		$1.1M Buy
16,310
+2,828
+21% +$197K ﹤0.01% 1107
2023
Q3 		$1.01M Sell
13,482
-299
-2% -$26.5K ﹤0.01% 1114
2023
Q2 		$1.27M Buy
13,781
+1,537
+13% +$137K ﹤0.01% 1041
2023
Q1 		$1.27M Buy
12,244
+1,851
+18% +$205K ﹤0.01% 1028
2022
Q4 		$1.2M Sell
10,393
-668
-6% -$77.8K ﹤0.01% 1019
2022
Q3 		$1.2M Buy
11,061
+1,949
+21% +$279K ﹤0.01% 992
2022
Q2 		$1.65M Sell
9,112
-150
-2% -$26.8K ﹤0.01% 919
2022
Q1 		$1.58M Sell
9,262
-153
-2% -$28.8K ﹤0.01% 978
2021
Q4 		$1.97M Buy
9,415
+921
+11% +$190K ﹤0.01% 953
2021
Q3 		$1.64M Buy
8,494
+1,800
+27% +$442K ﹤0.01% 1012
2021
Q2 		$1.89M Sell
6,694
-1,767
-21% -$479K ﹤0.01% 953
2021
Q1 		$1.79M Sell
8,461
-890
-10% -$213K 0.01% 928
2020
Q4 		$1.84M Sell
9,351
-41
-0.4% -$7.25K 0.01% 833
2020
Q3 		$1.54M Sell
9,392
-889
-9% -$146K 0.01% 816
2020
Q2 		$1.43M Sell
10,281
-4,188
-29% -$385K 0.01% 833
2020
Q1 		$904K Sell
14,469
-909
-6% -$82.8K ﹤0.01% 914
2019
Q4 		$1.69M Buy
15,378
+150
+1% +$14.5K 0.01% 827
2019
Q3 		$1.58M Buy
15,228
+4,635
+44% +$498K 0.01% 849
2019
Q2 		$1.36M Buy
+10,593
New +$1.47M 0.01% 895

Other funds holding MED

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baird Financial Group's MED Position: Q3 2024 in Review

Baird Financial Group sold out of Medifast (MED) in Q3 2024, closing a stake of 14,973 shares — an estimated $327K sold.

Baird Financial Group first reported a position in MED in Q2 2019 and held it in 21 quarters. The position peaked at $1.97M in Q4 2021. 140 funds tracked by Wall St. Rank hold MED as of Q3 2024.

  • Baird Financial Group reported no remaining Medifast position as of Q3 2024 after selling out during the quarter.
  • Baird Financial Group sold 14,973 Medifast shares in Q3 2024, an estimated $327K.
  • Baird Financial Group first reported a position in Medifast in Q2 2019 and held it in 21 quarters.
  • Baird Financial Group's Medifast position peaked at $1.97M in Q4 2021.
  • 140 funds tracked by Wall St. Rank held Medifast as of Q3 2024.

Based on Baird Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.