DI
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Disciplined Investments’s Medifast MED Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-2
Closed -$184 – 961
2023
Q2 		$184 Hold
2
– – ﹤0.01% 1515
2023
Q1 		$207 Hold
2
– – ﹤0.01% 1474
2022
Q4 		$231 Hold
2
– – ﹤0.01% 1404
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1444
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1478
2022
Q1 		$0 Buy
+2
New +$377 ﹤0.01% 1505

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Disciplined Investments's MED Position: Q3 2023 in Review

Disciplined Investments sold out of Medifast (MED) in Q3 2023, closing a stake of 2 shares — an estimated $184 sold.

Disciplined Investments first reported a position in MED in Q1 2022 and held it in 6 quarters. The position peaked at $231 in Q4 2022. 223 funds tracked by Wall St. Rank hold MED as of Q3 2023.

  • Disciplined Investments reported no remaining Medifast position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 2 Medifast shares in Q3 2023, an estimated $184.
  • Disciplined Investments first reported a position in Medifast in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Medifast position peaked at $231 in Q4 2022.
  • 223 funds tracked by Wall St. Rank held Medifast as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.