Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Medifast MED Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q4 		– Sell
-6,548
Closed -$490K – 1492
2023
Q3 		$490K Sell
6,548
-1,359
-17% -$121K ﹤0.01% 1021
2023
Q2 		$729K Buy
+7,907
New +$704K ﹤0.01% 886
2019
Q4 		– Sell
-31,500
Closed -$3.26M – 1026
2019
Q3 		$3.26M Buy
31,500
+8,666
+38% +$931K 0.02% 328
2019
Q2 		$2.93M Sell
22,834
-10,517
-32% -$1.46M 0.02% 369
2019
Q1 		$4.25M Sell
33,351
-19,758
-37% -$2.51M 0.03% 302
2018
Q4 		$6.64M Buy
53,109
+4,834
+10% +$827K 0.05% 227
2018
Q3 		$10.7M Buy
48,275
+24,550
+103% +$4.98M 0.06% 204
2018
Q2 		$3.8M Buy
23,725
+8,125
+52% +$1.04M 0.02% 355
2018
Q1 		$1.46M Buy
+15,600
New +$1.17M 0.01% 434
2017
Q1 		– Sell
-5,200
Closed -$216K – 973
2016
Q4 		$216K Sell
5,200
-18,800
-78% -$757K ﹤0.01% 775
2016
Q3 		$907K Sell
24,000
-14,400
-38% -$516K 0.01% 483
2016
Q2 		$1.28M Sell
38,400
-1,700
-4% -$54.9K 0.01% 437
2016
Q1 		$1.21M Buy
40,100
+7,700
+24% +$225K 0.01% 427
2015
Q4 		$984K Buy
32,400
+23,700
+272% +$706K 0.01% 451
2015
Q3 		$234K Buy
+8,700
New +$253K ﹤0.01% 627
2013
Q4 		– Sell
-10,900
Closed -$301K – 742
2013
Q3 		$301K Buy
+10,900
New +$292K ﹤0.01% 419

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 $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s MED Position: Q4 2023 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Medifast (MED) in Q4 2023, closing a stake of 6,548 shares — an estimated $490K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in MED in Q3 2013 and held it in 16 quarters. The position peaked at $10.7M in Q3 2018. 216 funds tracked by Wall St. Rank hold MED as of Q4 2023.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Medifast position as of Q4 2023 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 6,548 Medifast shares in Q4 2023, an estimated $490K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Medifast in Q3 2013 and held it in 16 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Medifast position peaked at $10.7M in Q3 2018.
  • 216 funds tracked by Wall St. Rank held Medifast as of Q4 2023.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2023, filed 9 Feb 2024.