IA
MED icon

Icon Advisers’s Medifast MED Stock Holding History

Icon Advisers’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
-2,700
Closed -$375K – 211
2020
Q2 		$375K Buy
+2,700
New +$248K 0.07% 209
2019
Q4 		– Sell
-4,400
Closed -$456K – 292
2019
Q3 		$456K Hold
4,400
– – 0.07% 259
2019
Q2 		$565K Buy
+4,400
New +$611K 0.05% 253
2016
Q3 		– Sell
-8,700
Closed -$289K – 436
2016
Q2 		$289K Buy
+8,700
New +$281K 0.02% 352
2014
Q2 		– Sell
-1,000
Closed -$29K – 355
2014
Q1 		$29K Hold
1,000
– – ﹤0.01% 307
2013
Q4 		$26K Buy
+1,000
New +$25.6K ﹤0.01% 284

Other funds holding MED

BlackRock
BlackRock New York $5.7T 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
Dimensional Fund Advisors
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return