EP Wealth Advisors’s Medifast MED Stock Holding History

EP Wealth Advisors’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
2020 Q3	–	Sell	-1,920	Closed	-$266K	–	368
2020 Q2	$266K	Buy	+1,920	New	+$176K	0.01%	327

Other funds holding MED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

EP Wealth Advisors's MED Position: Q3 2020 in Review

EP Wealth Advisors sold out of Medifast (MED) in Q3 2020, closing a stake of 1,920 shares — an estimated $266K sold.

EP Wealth Advisors first reported a position in MED in Q2 2020 and held it in 1 quarter. The position peaked at $266K in Q2 2020. 240 funds tracked by Wall St. Rank hold MED as of Q3 2020.

EP Wealth Advisors reported no remaining Medifast position as of Q3 2020 after selling out during the quarter.
EP Wealth Advisors sold 1,920 Medifast shares in Q3 2020, an estimated $266K.
EP Wealth Advisors first reported a position in Medifast in Q2 2020 and held it in 1 quarter.
EP Wealth Advisors's Medifast position peaked at $266K in Q2 2020.
240 funds tracked by Wall St. Rank held Medifast as of Q3 2020.

Based on EP Wealth Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.