KCM
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Kennedy Capital Management’s Medifast MED Stock Holding History

Kennedy Capital Management’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
2021
Q2 		– Sell
-1,984
Closed -$420K – 656
2021
Q1 		$420K Buy
+1,984
New +$475K 0.01% 620
2020
Q3 		– Sell
-56,298
Closed -$7.81M – 667
2020
Q2 		$7.81M Sell
56,298
-6,882
-11% -$632K 0.23% 134
2020
Q1 		$3.95M Buy
+63,180
New +$5.75M 0.15% 262
2018
Q1 		– Sell
-69,755
Closed -$4.87M – 752
2017
Q4 		$4.87M Sell
69,755
-205,649
-75% -$13.6M 0.09% 433
2017
Q3 		$16.4M Sell
275,404
-122,659
-31% -$6.1M 0.29% 76
2017
Q2 		$16.5M Buy
398,063
+18,183
+5% +$790K 0.32% 70
2017
Q1 		$16.9M Buy
379,880
+52
+0% +$2.24K 0.29% 78
2016
Q4 		$15.8M Sell
379,828
-2,395
-0.6% -$96.5K 0.28% 97
2016
Q3 		$14.4M Buy
382,223
+28,248
+8% +$1.01M 0.28% 97
2016
Q2 		$11.8M Buy
353,975
+48,169
+16% +$1.55M 0.24% 128
2016
Q1 		$9.23M Buy
305,806
+169,343
+124% +$4.95M 0.19% 174
2015
Q4 		$4.15M Buy
136,463
+25,894
+23% +$771K 0.08% 416
2015
Q3 		$2.97M Sell
110,569
-70,044
-39% -$2.04M 0.06% 492
2015
Q2 		$5.84M Sell
180,613
-69,943
-28% -$2.22M 0.1% 353
2015
Q1 		$7.51M Sell
250,556
-97,103
-28% -$3.08M 0.13% 282
2014
Q4 		$11.7M Buy
347,659
+80,205
+30% +$2.5M 0.21% 145
2014
Q3 		$8.78M Buy
267,454
+112,882
+73% +$3.46M 0.17% 214
2014
Q2 		$4.7M Buy
+154,572
New +$4.82M 0.09% 390
2014
Q1 		– Sell
-237,166
Closed -$6.2M – 766
2013
Q4 		$6.2M Sell
237,166
-47,590
-17% -$1.22M 0.11% 332
2013
Q3 		$7.66M Sell
284,756
-121,963
-30% -$3.26M 0.15% 253
2013
Q2 		$10.5M Buy
+406,719
New +$10.7M 0.21% 159

Other funds holding MED

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Kennedy Capital Management's MED Position: Q2 2021 in Review

Kennedy Capital Management sold out of Medifast (MED) in Q2 2021, closing a stake of 1,984 shares — an estimated $420K sold.

Kennedy Capital Management first reported a position in MED in Q2 2013 and held it in 21 quarters. The position peaked at $16.9M in Q1 2017. 301 funds tracked by Wall St. Rank hold MED as of Q2 2021.

  • Kennedy Capital Management reported no remaining Medifast position as of Q2 2021 after selling out during the quarter.
  • Kennedy Capital Management sold 1,984 Medifast shares in Q2 2021, an estimated $420K.
  • Kennedy Capital Management first reported a position in Medifast in Q2 2013 and held it in 21 quarters.
  • Kennedy Capital Management's Medifast position peaked at $16.9M in Q1 2017.
  • 301 funds tracked by Wall St. Rank held Medifast as of Q2 2021.

Based on Kennedy Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.