BIM
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Bogle Investment Management’s Medifast MED Stock Holding History

Bogle Investment Management’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
2021
Q1 		– Sell
-2,942
Closed -$578K – 64
2020
Q4 		$578K Sell
2,942
-11,298
-79% -$2M 0.92% 29
2020
Q3 		$2.34M Buy
+14,240
New +$2.34M 0.69% 78
2019
Q4 		– Sell
-65,881
Closed -$6.83M – 294
2019
Q3 		$6.83M Buy
65,881
+32,964
+100% +$3.54M 0.59% 69
2019
Q2 		$4.22M Buy
+32,917
New +$4.57M 0.33% 102
2019
Q1 		– Sell
-102,271
Closed -$12.8M – 346
2018
Q4 		$12.8M Buy
102,271
+30,074
+42% +$5.14M 1% 14
2018
Q3 		$16M Sell
72,197
-7,757
-10% -$1.57M 1.15% 15
2018
Q2 		$12.8M Buy
79,954
+19,376
+32% +$2.48M 0.93% 34
2018
Q1 		$5.66M Sell
60,578
-17,566
-22% -$1.31M 0.43% 92
2017
Q4 		$5.46M Buy
78,144
+25,221
+48% +$1.67M 0.4% 91
2017
Q3 		$3.14M Buy
+52,923
New +$2.63M 0.21% 136
2016
Q4 		– Sell
-15,147
Closed -$572K – 372
2016
Q3 		$572K Sell
15,147
-75,307
-83% -$2.7M 0.04% 293
2016
Q2 		$3.01M Buy
+90,454
New +$2.92M 0.21% 143

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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bogle Investment Management's MED Position: Q1 2021 in Review

Bogle Investment Management sold out of Medifast (MED) in Q1 2021, closing a stake of 2,942 shares — an estimated $578K sold.

Bogle Investment Management first reported a position in MED in Q2 2016 and held it in 12 quarters. The position peaked at $16M in Q3 2018. 277 funds tracked by Wall St. Rank hold MED as of Q1 2021.

  • Bogle Investment Management reported no remaining Medifast position as of Q1 2021 after selling out during the quarter.
  • Bogle Investment Management sold 2,942 Medifast shares in Q1 2021, an estimated $578K.
  • Bogle Investment Management first reported a position in Medifast in Q2 2016 and held it in 12 quarters.
  • Bogle Investment Management's Medifast position peaked at $16M in Q3 2018.
  • 277 funds tracked by Wall St. Rank held Medifast as of Q1 2021.

Based on Bogle Investment Management's 13F filing for Q1 2021.