HL Financial Services’s Medifast MED Stock Holding History

HL Financial Services’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
2019 Q1	$1.39M	Sell	10,882 -441	-4%	-$55.9K	0.02%	338
2018 Q4	$1.42M	Sell	11,323 -1,021	-8%	-$175K	0.02%	307
2018 Q3	$2.73M	Buy	12,344 +717	+6%	+$145K	0.04%	251
2018 Q2	$1.86M	Buy	11,627 +29	+0.3%	+$3.71K	0.03%	283
2018 Q1	$1.08M	Sell	11,598 -56,422	-83%	-$4.22M	0.02%	350
2017 Q4	$4.75M	Buy	68,020 +59,107	+663%	+$3.92M	0.09%	128
2017 Q3	$529K	Buy	8,913 +107	+1%	+$5.32K	0.01%	477
2017 Q2	$365K	Buy	8,806 +718	+9%	+$31.2K	0.01%	537
2017 Q1	$359K	Buy	8,088 +119	+1%	+$5.12K	0.01%	519
2016 Q4	$332K	Sell	7,969 -636	-7%	-$25.6K	0.01%	534
2016 Q3	$325K	Sell	8,605 -1,775	-17%	-$63.6K	0.01%	520
2016 Q2	$345K	Sell	10,380 -376	-3%	-$12.1K	0.01%	509
2016 Q1	$325K	Sell	10,756 -55	-0.5%	-$1.61K	0.01%	515
2015 Q4	$328K	Buy	+10,811	New	+$322K	0.01%	530

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

HCM

Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

HL Financial Services's MED Position: Q1 2019 in Review

HL Financial Services reduced its Medifast (MED) stake by 3.9% in Q1 2019, selling an estimated $55.9K and leaving 10,882 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #338.

HL Financial Services first reported a position in MED in Q4 2015 and has held it in 14 quarters since. The position peaked at $4.75M in Q4 2017. 246 funds tracked by Wall St. Rank hold MED as of Q1 2019.

HL Financial Services held 10,882 shares of Medifast worth $1.39M as of Q1 2019.
HL Financial Services sold 441 Medifast shares in Q1 2019, an estimated $55.9K.
Medifast made up 0.02% of HL Financial Services's portfolio in Q1 2019, its #338 holding.
HL Financial Services first reported a position in Medifast in Q4 2015 and has held it in 14 quarters since.
HL Financial Services's Medifast position peaked at $4.75M in Q4 2017.
246 funds tracked by Wall St. Rank held Medifast as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.