HSBC Holdings

HSBC Holdings’s Medifast MED Stock Holding History

HSBC Holdings’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	-3,379	Closed	-$385K	–	2893
2022 Q4	$385K	Sell	3,379 -1,771	-34%	-$206K	﹤0.01%	2402
2022 Q3	$566K	Buy	+5,150	New	+$738K	﹤0.01%	2110
2022 Q1	–	Sell	-3,649	Closed	-$755K	–	3400
2021 Q4	$755K	Buy	3,649 +1,661	+84%	+$343K	﹤0.01%	2207
2021 Q3	$387K	Buy	1,988 +351	+21%	+$86.3K	﹤0.01%	2407
2021 Q2	$463K	Buy	+1,637	New	+$444K	﹤0.01%	2237
2021 Q1	–	Sell	-1,495	Closed	-$291K	–	2977
2020 Q4	$291K	Buy	+1,495	New	+$264K	﹤0.01%	2585
2020 Q3	–	Sell	-2,508	Closed	-$348K	–	2800
2020 Q2	$348K	Sell	2,508 -1,859	-43%	-$171K	﹤0.01%	2046
2020 Q1	$268K	Buy	+4,367	New	+$398K	﹤0.01%	2114
2019 Q4	–	Sell	-8,546	Closed	-$886K	–	3140
2019 Q3	$886K	Buy	+8,546	New	+$919K	﹤0.01%	2007
2019 Q2	–	Sell	-6,798	Closed	-$867K	–	2791
2019 Q1	$867K	Buy	6,798 +496	+8%	+$62.9K	﹤0.01%	1885
2018 Q4	$788K	Sell	6,302 -4,860	-44%	-$831K	﹤0.01%	1914
2018 Q3	$2.47M	Buy	+11,162	New	+$2.26M	0.01%	1397

Other funds holding MED

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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