Capital Advisors Ltd’s Medifast MED Stock Holding History

Capital Advisors Ltd’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
2024 Q4	–	Sell	-27	Closed	-$1K	–	1496
2024 Q3	$1K	Buy	+27	New	+$520	﹤0.01%	1240

Other funds holding MED

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Capital Advisors Ltd's MED Position: Q4 2024 in Review

Capital Advisors Ltd sold out of Medifast (MED) in Q4 2024, closing a stake of 27 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in MED in Q3 2024 and held it in 1 quarter. The position peaked at $1K in Q3 2024. 129 funds tracked by Wall St. Rank hold MED as of Q4 2024.

Capital Advisors Ltd reported no remaining Medifast position as of Q4 2024 after selling out during the quarter.
Capital Advisors Ltd sold 27 Medifast shares in Q4 2024, an estimated $1K.
Capital Advisors Ltd first reported a position in Medifast in Q3 2024 and held it in 1 quarter.
Capital Advisors Ltd's Medifast position peaked at $1K in Q3 2024.
129 funds tracked by Wall St. Rank held Medifast as of Q4 2024.

Based on Capital Advisors Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.