James Investment Research’s Medifast MED Stock Holding History

James Investment Research’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 Q2	–	Sell	-6	Closed	-$1K	–	435
2023 Q1	$1K	Hold	6	–	–	﹤0.01%	562
2022 Q4	$1K	Hold	6	–	–	﹤0.01%	564
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	514
2022 Q2	$1K	Sell	6 -72	-92%	-$12.9K	﹤0.01%	503
2022 Q1	$13K	Sell	78 -584	-88%	-$110K	﹤0.01%	436
2021 Q4	$139K	Sell	662 -2,062	-76%	-$426K	0.01%	306
2021 Q3	$525K	Sell	2,724 -467	-15%	-$115K	0.05%	195
2021 Q2	$903K	Buy	3,191 +3,185	+53,083%	+$863K	0.08%	162
2021 Q1	$1K	Buy	+6	New	+$1.44K	﹤0.01%	474
2018 Q3	–	Sell	-16,825	Closed	-$2.69M	–	834
2018 Q2	$2.69M	Buy	+16,825	New	+$2.15M	0.1%	201
2018 Q1	–	Sell	-26,290	Closed	-$1.83M	–	822
2017 Q4	$1.83M	Hold	26,290	–	–	0.06%	341
2017 Q3	$1.56M	Sell	26,290 -140	-0.5%	-$6.97K	0.05%	399
2017 Q2	$1.1M	Sell	26,430 -11,120	-30%	-$483K	0.03%	401
2017 Q1	$1.67M	Sell	37,550 -3,830	-9%	-$165K	0.05%	272
2016 Q4	$1.72M	Buy	41,380 +15,450	+60%	+$622K	0.04%	232
2016 Q3	$980K	Buy	+25,930	New	+$930K	0.03%	248

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

James Investment Research's MED Position: Q2 2023 in Review

James Investment Research sold out of Medifast (MED) in Q2 2023, closing a stake of 6 shares — an estimated $1K sold.

James Investment Research first reported a position in MED in Q3 2016 and held it in 16 quarters. The position peaked at $2.69M in Q2 2018. 236 funds tracked by Wall St. Rank hold MED as of Q2 2023.

James Investment Research reported no remaining Medifast position as of Q2 2023 after selling out during the quarter.
James Investment Research sold 6 Medifast shares in Q2 2023, an estimated $1K.
James Investment Research first reported a position in Medifast in Q3 2016 and held it in 16 quarters.
James Investment Research's Medifast position peaked at $2.69M in Q2 2018.
236 funds tracked by Wall St. Rank held Medifast as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.