Burleson & Co’s Medifast MED Stock Holding History

Burleson & Co’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
2022 Q4	$2.42K	Hold	21	–	–	﹤0.01%	330
2022 Q3	$2K	Buy	21 +1	+5%	+$143	﹤0.01%	350
2022 Q2	$4K	Hold	20	–	–	﹤0.01%	301
2022 Q1	$3K	Hold	20	–	–	﹤0.01%	323
2021 Q4	$4K	Hold	20	–	–	﹤0.01%	300
2021 Q3	$4K	Buy	+20	New	+$4.92K	﹤0.01%	296

Other funds holding MED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Burleson & Co's MED Position: Q4 2022 in Review

Burleson & Co held its Medifast (MED) position steady in Q4 2022 at 21 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Burleson & Co first reported a position in MED in Q3 2021 and has held it in 6 quarters since. The position peaked at $4K in Q2 2022. 279 funds tracked by Wall St. Rank hold MED as of Q4 2022.

Burleson & Co held 21 shares of Medifast worth $2.42K as of Q4 2022.
Burleson & Co left its Medifast share count unchanged in Q4 2022.
Medifast made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #330 holding.
Burleson & Co first reported a position in Medifast in Q3 2021 and has held it in 6 quarters since.
Burleson & Co's Medifast position peaked at $4K in Q2 2022.
279 funds tracked by Wall St. Rank held Medifast as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.