INVST’s Medifast MED Stock Holding History

INVST’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 Q4	–	Sell	-2,168	Closed	-$358K	–	167
2020 Q3	$358K	Hold	2,168	–	–	0.08%	104
2020 Q2	$306K	Buy	+2,168	New	+$199K	0.09%	105

Other funds holding MED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

INVST's MED Position: Q4 2020 in Review

INVST sold out of Medifast (MED) in Q4 2020, closing a stake of 2,168 shares — an estimated $358K sold.

INVST first reported a position in MED in Q2 2020 and held it in 2 quarters. The position peaked at $358K in Q3 2020. 261 funds tracked by Wall St. Rank hold MED as of Q4 2020.

INVST reported no remaining Medifast position as of Q4 2020 after selling out during the quarter.
INVST sold 2,168 Medifast shares in Q4 2020, an estimated $358K.
INVST first reported a position in Medifast in Q2 2020 and held it in 2 quarters.
INVST's Medifast position peaked at $358K in Q3 2020.
261 funds tracked by Wall St. Rank held Medifast as of Q4 2020.

Based on INVST's 13F filing for Q4 2020, filed 23 Jun 2021.