Greenleaf Trust’s Medifast MED Stock Holding History

Greenleaf Trust’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
2022 Q1	–	Sell	-2,096	Closed	-$439K	–	784
2021 Q4	$439K	Buy	+2,096	New	+$433K	0.01%	462

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Greenleaf Trust's MED Position: Q1 2022 in Review

Greenleaf Trust sold out of Medifast (MED) in Q1 2022, closing a stake of 2,096 shares — an estimated $439K sold.

Greenleaf Trust first reported a position in MED in Q4 2021 and held it in 1 quarter. The position peaked at $439K in Q4 2021. 288 funds tracked by Wall St. Rank hold MED as of Q1 2022.

Greenleaf Trust reported no remaining Medifast position as of Q1 2022 after selling out during the quarter.
Greenleaf Trust sold 2,096 Medifast shares in Q1 2022, an estimated $439K.
Greenleaf Trust first reported a position in Medifast in Q4 2021 and held it in 1 quarter.
Greenleaf Trust's Medifast position peaked at $439K in Q4 2021.
288 funds tracked by Wall St. Rank held Medifast as of Q1 2022.

Based on Greenleaf Trust's 13F filing for Q1 2022, filed 27 Apr 2022.