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FormulaFolio Investments’s Medifast MED Stock Holding History

FormulaFolio 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
2021
Q1 		– Sell
-1,630
Closed -$320K – 664
2020
Q4 		$320K Sell
1,630
-270
-14% -$47.7K 0.01% 521
2020
Q3 		$312K Sell
1,900
-120
-6% -$19.8K 0.01% 253
2020
Q2 		$280K Buy
+2,020
New +$185K 0.01% 243
2020
Q1 		– Sell
-2,040
Closed -$224K – 338
2019
Q4 		$224K Buy
+2,040
New +$197K 0.01% 339

Other funds holding MED

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $63.9B AUM 45.56% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FormulaFolio Investments's MED Position: Q1 2021 in Review

FormulaFolio Investments sold out of Medifast (MED) in Q1 2021, closing a stake of 1,630 shares — an estimated $320K sold.

FormulaFolio Investments first reported a position in MED in Q4 2019 and held it in 4 quarters. The position peaked at $320K in Q4 2020. 277 funds tracked by Wall St. Rank hold MED as of Q1 2021.

  • FormulaFolio Investments reported no remaining Medifast position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 1,630 Medifast shares in Q1 2021, an estimated $320K.
  • FormulaFolio Investments first reported a position in Medifast in Q4 2019 and held it in 4 quarters.
  • FormulaFolio Investments's Medifast position peaked at $320K in Q4 2020.
  • 277 funds tracked by Wall St. Rank held Medifast as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.