Cannell & Spears’s Medifast MED Stock Holding History

Cannell & Spears’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 Q3	–	Sell	-1,571	Closed	-$284K	–	205
2022 Q2	$284K	Sell	1,571 -5	-0.3%	-$895	0.03%	175
2022 Q1	$269K	Buy	+1,576	New	+$297K	0.02%	192
2021 Q3	–	Sell	-783	Closed	-$222K	–	247
2021 Q2	$222K	Buy	+783	New	+$212K	0.02%	222
2020 Q3	–	Sell	-1,897	Closed	-$263K	–	238
2020 Q2	$263K	Buy	+1,897	New	+$174K	0.03%	173

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cannell & Spears's MED Position: Q3 2022 in Review

Cannell & Spears sold out of Medifast (MED) in Q3 2022, closing a stake of 1,571 shares — an estimated $284K sold.

Cannell & Spears first reported a position in MED in Q2 2020 and held it in 4 quarters. The position peaked at $284K in Q2 2022. 263 funds tracked by Wall St. Rank hold MED as of Q3 2022.

Cannell & Spears reported no remaining Medifast position as of Q3 2022 after selling out during the quarter.
Cannell & Spears sold 1,571 Medifast shares in Q3 2022, an estimated $284K.
Cannell & Spears first reported a position in Medifast in Q2 2020 and held it in 4 quarters.
Cannell & Spears's Medifast position peaked at $284K in Q2 2022.
263 funds tracked by Wall St. Rank held Medifast as of Q3 2022.

Based on Cannell & Spears's 13F filing for Q3 2022, filed 14 Nov 2022.