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CAM
Cresset Asset Management’s
Medifast
MED
Stock Holding History
Cresset Asset Management’s Portfolio
MED Stock Details
MED Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-35,563
Closed
-$479K
–
1647
2025
Q1
$479K
Sell
35,563
-6,549
-16%
-$98.4K
﹤0.01%
1088
2024
Q4
$742K
Sell
42,112
-8,315
-16%
-$154K
﹤0.01%
916
2024
Q3
$965K
Buy
50,427
+6,566
+15%
+$127K
﹤0.01%
1181
2024
Q2
$957K
Buy
43,861
+10,840
+33%
+$289K
﹤0.01%
1090
2024
Q1
$1.27M
Buy
33,021
+17,163
+108%
+$831K
0.01%
877
2023
Q4
$1.07M
Buy
15,858
+4,611
+41%
+$321K
0.01%
871
2023
Q3
$842K
Buy
11,247
+1,941
+21%
+$172K
﹤0.01%
936
2023
Q2
$873K
Buy
+9,306
New
+$829K
﹤0.01%
1007
2019
Q2
–
Sell
-25
Closed
-$3K
–
1177
2019
Q1
$3K
Hold
25
–
–
﹤0.01%
1528
2018
Q4
$3K
Buy
+25
New
+$4.28K
﹤0.01%
1195
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1-Year Est. Return
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1-Year Est. Return
Charles Schwab
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$654B AUM
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1-Year Est. Return
Acadian Asset Management
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$70.5B AUM
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1-Year Est. Return
Bank of America
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$1.37T AUM
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1-Year Est. Return
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$166B AUM
43.98%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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