HIA
MED icon

Harbor Investment Advisory’s Medifast MED Stock Holding History

Harbor Investment Advisory’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
2020
Q3 		– Sell
-26
Closed -$4K – 1202
2020
Q2 		$4K Buy
+26
New +$2.39K ﹤0.01% 894
2020
Q1 		– Sell
-2
Closed – – 1122
2019
Q4 		$0 Buy
+2
New +$194 ﹤0.01% 929

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

Harbor Investment Advisory's MED Position: Q3 2020 in Review

Harbor Investment Advisory sold out of Medifast (MED) in Q3 2020, closing a stake of 26 shares — an estimated $4K sold.

Harbor Investment Advisory first reported a position in MED in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2020. 240 funds tracked by Wall St. Rank hold MED as of Q3 2020.

  • Harbor Investment Advisory reported no remaining Medifast position as of Q3 2020 after selling out during the quarter.
  • Harbor Investment Advisory sold 26 Medifast shares in Q3 2020, an estimated $4K.
  • Harbor Investment Advisory first reported a position in Medifast in Q4 2019 and held it in 2 quarters.
  • Harbor Investment Advisory's Medifast position peaked at $4K in Q2 2020.
  • 240 funds tracked by Wall St. Rank held Medifast as of Q3 2020.

Based on Harbor Investment Advisory's 13F filing for Q3 2020, filed 23 Oct 2020.