EH
MED icon

Equitable Holdings’s Medifast MED Stock Holding History

Equitable 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
2023
Q1 		– Sell
-1,753
Closed -$202K – 993
2022
Q4 		$202K Sell
1,753
-410
-19% -$47.7K ﹤0.01% 858
2022
Q3 		$234K Buy
2,163
+370
+21% +$53K ﹤0.01% 754
2022
Q2 		$324K Sell
1,793
-329
-16% -$58.9K 0.01% 666
2022
Q1 		$362K Hold
2,122
– – 0.01% 662
2021
Q4 		$444K Sell
2,122
-1,067
-33% -$221K 0.01% 592
2021
Q3 		$614K Hold
3,189
– – 0.01% 511
2021
Q2 		$902K Sell
3,189
-2,861
-47% -$775K 0.02% 398
2021
Q1 		$1.28M Sell
6,050
-35
-0.6% -$8.38K 0.03% 311
2020
Q4 		$1.2M Buy
+6,085
New +$1.08M 0.03% 292

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Equitable Holdings's MED Position: Q1 2023 in Review

Equitable Holdings sold out of Medifast (MED) in Q1 2023, closing a stake of 1,753 shares — an estimated $202K sold.

Equitable Holdings first reported a position in MED in Q4 2020 and held it in 9 quarters. The position peaked at $1.28M in Q1 2021. 267 funds tracked by Wall St. Rank hold MED as of Q1 2023.

  • Equitable Holdings reported no remaining Medifast position as of Q1 2023 after selling out during the quarter.
  • Equitable Holdings sold 1,753 Medifast shares in Q1 2023, an estimated $202K.
  • Equitable Holdings first reported a position in Medifast in Q4 2020 and held it in 9 quarters.
  • Equitable Holdings's Medifast position peaked at $1.28M in Q1 2021.
  • 267 funds tracked by Wall St. Rank held Medifast as of Q1 2023.

Based on Equitable Holdings's 13F filing for Q1 2023, filed 15 May 2023.