Evergreen Capital Management’s Medifast MED Stock Holding History

Evergreen Capital 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 Q3	–	Sell	-2,314	Closed	-$215K	–	828
2023 Q2	$215K	Buy	+2,314	New	+$206K	0.01%	697

Other funds holding MED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Capital Management's MED Position: Q3 2023 in Review

Evergreen Capital Management sold out of Medifast (MED) in Q3 2023, closing a stake of 2,314 shares — an estimated $215K sold.

Evergreen Capital Management first reported a position in MED in Q2 2023 and held it in 1 quarter. The position peaked at $215K in Q2 2023. 223 funds tracked by Wall St. Rank hold MED as of Q3 2023.

Evergreen Capital Management reported no remaining Medifast position as of Q3 2023 after selling out during the quarter.
Evergreen Capital Management sold 2,314 Medifast shares in Q3 2023, an estimated $215K.
Evergreen Capital Management first reported a position in Medifast in Q2 2023 and held it in 1 quarter.
Evergreen Capital Management's Medifast position peaked at $215K in Q2 2023.
223 funds tracked by Wall St. Rank held Medifast as of Q3 2023.

Based on Evergreen Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.