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Bowling Portfolio Management’s Medifast MED Stock Holding History

Bowling Portfolio 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
2020
Q4 		– Sell
-1,689
Closed -$278K – 312
2020
Q3 		$278K Buy
+1,689
New +$278K 0.06% 294
2017
Q4 		– Sell
-14,565
Closed -$865K – 387
2017
Q3 		$865K Buy
+14,565
New +$725K 0.13% 242
2017
Q2 		– Sell
-5,333
Closed -$237K – 391
2017
Q1 		$237K Buy
+5,333
New +$230K 0.04% 302

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bowling Portfolio Management's MED Position: Q4 2020 in Review

Bowling Portfolio Management sold out of Medifast (MED) in Q4 2020, closing a stake of 1,689 shares — an estimated $278K sold.

Bowling Portfolio Management first reported a position in MED in Q1 2017 and held it in 3 quarters. The position peaked at $865K in Q3 2017. 261 funds tracked by Wall St. Rank hold MED as of Q4 2020.

  • Bowling Portfolio Management reported no remaining Medifast position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 1,689 Medifast shares in Q4 2020, an estimated $278K.
  • Bowling Portfolio Management first reported a position in Medifast in Q1 2017 and held it in 3 quarters.
  • Bowling Portfolio Management's Medifast position peaked at $865K in Q3 2017.
  • 261 funds tracked by Wall St. Rank held Medifast as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.