Boston Partners’s Medifast MED Stock Holding History

Boston Partners’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
2023 Q1	–	Sell	-4,655	Closed	-$537K	–	729
2022 Q4	$537K	Buy	4,655 +107	+2%	+$12.5K	﹤0.01%	587
2022 Q3	$493K	Buy	4,548 +1,396	+44%	+$200K	﹤0.01%	602
2022 Q2	$569K	Buy	+3,152	New	+$564K	﹤0.01%	589

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Boston Partners's MED Position: Q1 2023 in Review

Boston Partners sold out of Medifast (MED) in Q1 2023, closing a stake of 4,655 shares — an estimated $537K sold.

Boston Partners first reported a position in MED in Q2 2022 and held it in 3 quarters. The position peaked at $569K in Q2 2022. 267 funds tracked by Wall St. Rank hold MED as of Q1 2023.

Boston Partners reported no remaining Medifast position as of Q1 2023 after selling out during the quarter.
Boston Partners sold 4,655 Medifast shares in Q1 2023, an estimated $537K.
Boston Partners first reported a position in Medifast in Q2 2022 and held it in 3 quarters.
Boston Partners's Medifast position peaked at $569K in Q2 2022.
267 funds tracked by Wall St. Rank held Medifast as of Q1 2023.

Based on Boston Partners's 13F filing for Q1 2023, filed 9 May 2023.