GI
MED icon

Gradient Investments’s Medifast MED Stock Holding History

Gradient 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
2023
Q1 		– Sell
-50
Closed -$5.77K – 1590
2022
Q4 		$5.77K Hold
50
– – ﹤0.01% 905
2022
Q3 		$5K Hold
50
– – ﹤0.01% 960
2022
Q2 		$9K Hold
50
– – ﹤0.01% 791
2022
Q1 		$9K Sell
50
-18
-26% -$3.39K ﹤0.01% 797
2021
Q4 		$14K Hold
68
– – ﹤0.01% 724
2021
Q3 		$13K Hold
68
– – ﹤0.01% 724
2021
Q2 		$19K Buy
+68
New +$18.4K ﹤0.01% 648

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

Gradient Investments's MED Position: Q1 2023 in Review

Gradient Investments sold out of Medifast (MED) in Q1 2023, closing a stake of 50 shares — an estimated $5.77K sold.

Gradient Investments first reported a position in MED in Q2 2021 and held it in 7 quarters. The position peaked at $19K in Q2 2021. 267 funds tracked by Wall St. Rank hold MED as of Q1 2023.

  • Gradient Investments reported no remaining Medifast position as of Q1 2023 after selling out during the quarter.
  • Gradient Investments sold 50 Medifast shares in Q1 2023, an estimated $5.77K.
  • Gradient Investments first reported a position in Medifast in Q2 2021 and held it in 7 quarters.
  • Gradient Investments's Medifast position peaked at $19K in Q2 2021.
  • 267 funds tracked by Wall St. Rank held Medifast as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.