Creative Planning
MED icon

Creative Planning’s Medifast MED Stock Holding History

Creative Planning’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
Q2 		– Sell
-8,055
Closed -$309K – 3133
2024
Q1 		$309K Buy
+8,055
New +$390K ﹤0.01% 2228
2023
Q1 		– Sell
-2,322
Closed -$268K – 2719
2022
Q4 		$268K Buy
+2,322
New +$270K ﹤0.01% 1797
2021
Q3 		– Sell
-825
Closed -$233K – 2176
2021
Q2 		$233K Buy
+825
New +$224K ﹤0.01% 1718
2019
Q2 		– Sell
-1,783
Closed -$227K – 2080
2019
Q1 		$227K Buy
+1,783
New +$226K ﹤0.01% 1500
2018
Q4 		– Sell
-1,183
Closed -$262K – 2040
2018
Q3 		$262K Buy
+1,183
New +$240K ﹤0.01% 1492

Other funds holding MED

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Creative Planning's MED Position: Q2 2024 in Review

Creative Planning sold out of Medifast (MED) in Q2 2024, closing a stake of 8,055 shares — an estimated $309K sold.

Creative Planning first reported a position in MED in Q3 2018 and held it in 5 quarters. The position peaked at $309K in Q1 2024. 158 funds tracked by Wall St. Rank hold MED as of Q2 2024.

  • Creative Planning reported no remaining Medifast position as of Q2 2024 after selling out during the quarter.
  • Creative Planning sold 8,055 Medifast shares in Q2 2024, an estimated $309K.
  • Creative Planning first reported a position in Medifast in Q3 2018 and held it in 5 quarters.
  • Creative Planning's Medifast position peaked at $309K in Q1 2024.
  • 158 funds tracked by Wall St. Rank held Medifast as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.