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Lebenthal Global Advisors’s Medifast MED Stock Holding History

Lebenthal Global Advisors’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
Q3 		– Sell
-907
Closed -$256K – 155
2021
Q2 		$256K Buy
+907
New +$246K 0.14% 132
2021
Q1 		– Sell
-615
Closed -$120K – 373
2020
Q4 		$120K Buy
+615
New +$109K 0.09% 155

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Lebenthal Global Advisors's MED Position: Q3 2021 in Review

Lebenthal Global Advisors sold out of Medifast (MED) in Q3 2021, closing a stake of 907 shares — an estimated $256K sold.

Lebenthal Global Advisors first reported a position in MED in Q4 2020 and held it in 2 quarters. The position peaked at $256K in Q2 2021. 296 funds tracked by Wall St. Rank hold MED as of Q3 2021.

  • Lebenthal Global Advisors reported no remaining Medifast position as of Q3 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 907 Medifast shares in Q3 2021, an estimated $256K.
  • Lebenthal Global Advisors first reported a position in Medifast in Q4 2020 and held it in 2 quarters.
  • Lebenthal Global Advisors's Medifast position peaked at $256K in Q2 2021.
  • 296 funds tracked by Wall St. Rank held Medifast as of Q3 2021.

Based on Lebenthal Global Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.