Envestnet Asset Management
MED icon

Envestnet Asset Management’s Medifast MED Stock Holding History

Envestnet Asset Management’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
-3,058
Closed -$229K – 4116
2023
Q3 		$229K Buy
+3,058
New +$271K ﹤0.01% 3673
2023
Q2 		– Sell
-3,852
Closed -$399K – 4033
2023
Q1 		$399K Buy
3,852
+240
+7% +$26.6K ﹤0.01% 3291
2022
Q4 		$417K Buy
3,612
+34
+1% +$3.96K ﹤0.01% 3199
2022
Q3 		$388K Sell
3,578
-330
-8% -$47.3K ﹤0.01% 3191
2022
Q2 		$705K Sell
3,908
-1,097
-22% -$196K ﹤0.01% 2856
2022
Q1 		$855K Sell
5,005
-164
-3% -$30.9K ﹤0.01% 2778
2021
Q4 		$1.08M Buy
5,169
+730
+16% +$151K ﹤0.01% 2582
2021
Q3 		$855K Buy
4,439
+142
+3% +$34.9K ﹤0.01% 2643
2021
Q2 		$1.22M Buy
4,297
+97
+2% +$26.3K ﹤0.01% 2395
2021
Q1 		$890K Buy
4,200
+182
+5% +$43.6K ﹤0.01% 2476
2020
Q4 		$789K Sell
4,018
-481
-11% -$85K ﹤0.01% 2392
2020
Q3 		$740K Sell
4,499
-1,440
-24% -$237K ﹤0.01% 2213
2020
Q2 		$824K Buy
5,939
+976
+20% +$89.6K ﹤0.01% 2079
2020
Q1 		$310K Buy
4,963
+2,108
+74% +$192K ﹤0.01% 2533
2019
Q4 		$313K Sell
2,855
-1,377
-33% -$133K ﹤0.01% 2710
2019
Q3 		$439K Sell
4,232
-74
-2% -$7.95K ﹤0.01% 2450
2019
Q2 		$552K Buy
4,306
+1,541
+56% +$214K ﹤0.01% 2342
2019
Q1 		$353K Buy
2,765
+109
+4% +$13.8K ﹤0.01% 2522
2018
Q4 		$332K Buy
+2,656
New +$454K ﹤0.01% 2378
2018
Q3 		– Sell
-369
Closed -$59K – 2044
2018
Q2 		$59K Hold
369
– – ﹤0.01% 2154
2018
Q1 		$34K Sell
369
-735
-67% -$54.9K ﹤0.01% 2252
2017
Q4 		$77K Buy
+1,104
New +$73.2K ﹤0.01% 2185

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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 $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Envestnet Asset Management's MED Position: Q4 2023 in Review

Envestnet Asset Management sold out of Medifast (MED) in Q4 2023, closing a stake of 3,058 shares — an estimated $229K sold.

Envestnet Asset Management first reported a position in MED in Q4 2017 and held it in 22 quarters. The position peaked at $1.22M in Q2 2021. 216 funds tracked by Wall St. Rank hold MED as of Q4 2023.

  • Envestnet Asset Management reported no remaining Medifast position as of Q4 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 3,058 Medifast shares in Q4 2023, an estimated $229K.
  • Envestnet Asset Management first reported a position in Medifast in Q4 2017 and held it in 22 quarters.
  • Envestnet Asset Management's Medifast position peaked at $1.22M in Q2 2021.
  • 216 funds tracked by Wall St. Rank held Medifast as of Q4 2023.

Based on Envestnet Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.