CGH
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Crossmark Global Holdings’s Medifast MED Stock Holding History

Crossmark Global Holdings’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
Q1 		– Sell
-1,100
Closed -$230K – 1370
2021
Q4 		$230K Sell
1,100
-2,920
-73% -$604K 0.01% 1282
2021
Q3 		$774K Sell
4,020
-247
-6% -$60.7K 0.02% 711
2021
Q2 		$1.21M Sell
4,267
-138
-3% -$37.4K 0.03% 548
2021
Q1 		$933K Buy
4,405
+110
+3% +$26.3K 0.02% 617
2020
Q4 		$843K Buy
4,295
+2,324
+118% +$411K 0.02% 617
2020
Q3 		$324K Sell
1,971
-173
-8% -$28.5K 0.01% 975
2020
Q2 		$298K Buy
+2,144
New +$197K 0.01% 1017
2020
Q1 		– Sell
-2,159
Closed -$237K – 1335
2019
Q4 		$237K Sell
2,159
-1,219
-36% -$118K 0.01% 1255
2019
Q3 		$350K Sell
3,378
-70
-2% -$7.52K 0.01% 965
2019
Q2 		$442K Sell
3,448
-413
-11% -$57.4K 0.01% 867
2019
Q1 		$492K Buy
3,861
+20
+0.5% +$2.54K 0.01% 817
2018
Q4 		$480K Sell
3,841
-350
-8% -$59.9K 0.01% 776
2018
Q3 		$929K Sell
4,191
-62
-1% -$12.6K 0.02% 639
2018
Q2 		$681K Buy
4,253
+180
+4% +$23K 0.02% 761
2018
Q1 		$381K Sell
4,073
-253
-6% -$18.9K 0.01% 1102
2017
Q4 		$302K Buy
+4,326
New +$287K 0.01% 1364

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 $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Crossmark Global Holdings's MED Position: Q1 2022 in Review

Crossmark Global Holdings sold out of Medifast (MED) in Q1 2022, closing a stake of 1,100 shares — an estimated $230K sold.

Crossmark Global Holdings first reported a position in MED in Q4 2017 and held it in 16 quarters. The position peaked at $1.21M in Q2 2021. 288 funds tracked by Wall St. Rank hold MED as of Q1 2022.

  • Crossmark Global Holdings reported no remaining Medifast position as of Q1 2022 after selling out during the quarter.
  • Crossmark Global Holdings sold 1,100 Medifast shares in Q1 2022, an estimated $230K.
  • Crossmark Global Holdings first reported a position in Medifast in Q4 2017 and held it in 16 quarters.
  • Crossmark Global Holdings's Medifast position peaked at $1.21M in Q2 2021.
  • 288 funds tracked by Wall St. Rank held Medifast as of Q1 2022.

Based on Crossmark Global Holdings's 13F filing for Q1 2022, filed 11 May 2022.