BDF
MED icon

Balasa Dinverno & Foltz’s Medifast MED Stock Holding History

Balasa Dinverno & Foltz’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
2018
Q4 		– Sell
-1,162
Closed -$257K – 240
2018
Q3 		$257K Sell
1,162
-464
-29% -$94.1K 0.03% 206
2018
Q2 		$260K Buy
+1,626
New +$208K 0.04% 192

Other funds holding MED

BlackRock
BlackRock New York $5.72T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Balasa Dinverno & Foltz's MED Position: Q4 2018 in Review

Balasa Dinverno & Foltz sold out of Medifast (MED) in Q4 2018, closing a stake of 1,162 shares — an estimated $257K sold.

Balasa Dinverno & Foltz first reported a position in MED in Q2 2018 and held it in 2 quarters. The position peaked at $260K in Q2 2018. 247 funds tracked by Wall St. Rank hold MED as of Q4 2018.

  • Balasa Dinverno & Foltz reported no remaining Medifast position as of Q4 2018 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 1,162 Medifast shares in Q4 2018, an estimated $257K.
  • Balasa Dinverno & Foltz first reported a position in Medifast in Q2 2018 and held it in 2 quarters.
  • Balasa Dinverno & Foltz's Medifast position peaked at $260K in Q2 2018.
  • 247 funds tracked by Wall St. Rank held Medifast as of Q4 2018.

Based on Balasa Dinverno & Foltz's 13F filing for Q4 2018, filed 4 Feb 2019.