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Hillsdale Investment Management’s Medifast MED Stock Holding History

Hillsdale Investment 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
2022
Q3 		– Sell
-21,946
Closed -$3.96M – 581
2022
Q2 		$3.96M Buy
21,946
+9,400
+75% +$1.68M 0.32% 117
2022
Q1 		$2.14M Buy
12,546
+1,000
+9% +$189K 0.14% 166
2021
Q4 		$2.42M Buy
11,546
+1,000
+9% +$207K 0.16% 159
2021
Q3 		$2.03M Hold
10,546
– – 0.16% 157
2021
Q2 		$2.98M Sell
10,546
-1,500
-12% -$406K 0.24% 140
2021
Q1 		$2.55M Buy
12,046
+6,546
+119% +$1.57M 0.21% 143
2020
Q4 		$1.08M Sell
5,500
-300
-5% -$53K 0.1% 204
2020
Q3 		$953K Buy
5,800
+5,500
+1,833% +$906K 0.09% 188
2020
Q2 		$42K Buy
+300
New +$27.5K ﹤0.01% 436
2020
Q1 		– Sell
-20,600
Closed -$2.26M – 642
2019
Q4 		$2.26M Buy
20,600
+2,730
+15% +$264K 0.2% 151
2019
Q3 		$1.85M Buy
17,870
+4,000
+29% +$430K 0.16% 154
2019
Q2 		$1.78M Hold
13,870
– – 0.18% 138
2019
Q1 		$1.77M Buy
13,870
+3,020
+28% +$383K 0.16% 132
2018
Q4 		$1.36M Buy
10,850
+2,000
+23% +$342K 0.16% 143
2018
Q3 		$1.96M Sell
8,850
-3,500
-28% -$710K 0.26% 61
2018
Q2 		$1.98M Sell
12,350
-9,050
-42% -$1.16M 0.24% 65
2018
Q1 		$2M Hold
21,400
– – 0.28% 48
2017
Q4 		$1.49M Buy
21,400
+19,800
+1,238% +$1.31M 0.24% 66
2017
Q3 		$95K Buy
+1,600
New +$79.6K 0.02% 299
2017
Q2 		– Sell
-24,700
Closed -$1.1M – 502
2017
Q1 		$1.1M Hold
24,700
– – 0.22% 89
2016
Q4 		$1.03M Buy
24,700
+12,300
+99% +$495K 0.21% 109
2016
Q3 		$469K Hold
12,400
– – 0.12% 158
2016
Q2 		$413K Hold
12,400
– – 0.12% 148
2016
Q1 		$374K Buy
+12,400
New +$362K 0.13% 186
2013
Q3 		– Sell
-200
Closed -$5K – 548
2013
Q2 		$5K Buy
+200
New +$5.25K ﹤0.01% 508

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hillsdale Investment Management's MED Position: Q3 2022 in Review

Hillsdale Investment Management sold out of Medifast (MED) in Q3 2022, closing a stake of 21,946 shares — an estimated $3.96M sold.

Hillsdale Investment Management first reported a position in MED in Q2 2013 and held it in 25 quarters. The position peaked at $3.96M in Q2 2022. 264 funds tracked by Wall St. Rank hold MED as of Q3 2022.

  • Hillsdale Investment Management reported no remaining Medifast position as of Q3 2022 after selling out during the quarter.
  • Hillsdale Investment Management sold 21,946 Medifast shares in Q3 2022, an estimated $3.96M.
  • Hillsdale Investment Management first reported a position in Medifast in Q2 2013 and held it in 25 quarters.
  • Hillsdale Investment Management's Medifast position peaked at $3.96M in Q2 2022.
  • 264 funds tracked by Wall St. Rank held Medifast as of Q3 2022.

Based on Hillsdale Investment Management's 13F filing for Q3 2022, filed 10 Nov 2022.