LPL Financial
MED icon

LPL Financial’s Medifast MED Stock Holding History

LPL Financial’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
2024
Q1 		– Sell
-3,931
Closed -$264K – 4985
2023
Q4 		$264K Sell
3,931
-6,060
-61% -$422K ﹤0.01% 4194
2023
Q3 		$748K Sell
9,991
-916
-8% -$81.3K ﹤0.01% 3153
2023
Q2 		$1.01M Sell
10,907
-1,376
-11% -$123K ﹤0.01% 2825
2023
Q1 		$1.27M Sell
12,283
-1,467
-11% -$163K ﹤0.01% 2549
2022
Q4 		$1.59M Buy
13,750
+5,505
+67% +$641K ﹤0.01% 2266
2022
Q3 		$893K Buy
8,245
+2,211
+37% +$317K ﹤0.01% 2639
2022
Q2 		$1.09M Buy
6,034
+3,073
+104% +$550K ﹤0.01% 2517
2022
Q1 		$506K Sell
2,961
-285
-9% -$53.7K ﹤0.01% 3194
2021
Q4 		$680K Buy
3,246
+328
+11% +$67.8K ﹤0.01% 3008
2021
Q3 		$562K Sell
2,918
-344
-11% -$84.6K ﹤0.01% 3114
2021
Q2 		$923K Buy
3,262
+1,136
+53% +$308K ﹤0.01% 2636
2021
Q1 		$450K Sell
2,126
-1,056
-33% -$253K ﹤0.01% 3112
2020
Q4 		$625K Sell
3,182
-91
-3% -$16.1K ﹤0.01% 2552
2020
Q3 		$538K Buy
3,273
+269
+9% +$44.3K ﹤0.01% 2394
2020
Q2 		$417K Buy
+3,004
New +$276K ﹤0.01% 2559
2020
Q1 		– Sell
-6,729
Closed -$737K – 3348
2019
Q4 		$737K Buy
+6,729
New +$651K ﹤0.01% 2061
2019
Q3 		– Sell
-2,588
Closed -$332K – 3345
2019
Q2 		$332K Sell
2,588
-313
-11% -$43.5K ﹤0.01% 2619
2019
Q1 		$370K Buy
2,901
+685
+31% +$86.9K ﹤0.01% 2462
2018
Q4 		$277K Buy
2,216
+326
+17% +$55.8K ﹤0.01% 2530
2018
Q3 		$419K Sell
1,890
-2,007
-52% -$407K ﹤0.01% 2380
2018
Q2 		$624K Buy
+3,897
New +$498K ﹤0.01% 1997

Other funds holding MED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

LPL Financial's MED Position: Q1 2024 in Review

LPL Financial sold out of Medifast (MED) in Q1 2024, closing a stake of 3,931 shares — an estimated $264K sold.

LPL Financial first reported a position in MED in Q2 2018 and held it in 21 quarters. The position peaked at $1.59M in Q4 2022. 186 funds tracked by Wall St. Rank hold MED as of Q1 2024.

  • LPL Financial reported no remaining Medifast position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 3,931 Medifast shares in Q1 2024, an estimated $264K.
  • LPL Financial first reported a position in Medifast in Q2 2018 and held it in 21 quarters.
  • LPL Financial's Medifast position peaked at $1.59M in Q4 2022.
  • 186 funds tracked by Wall St. Rank held Medifast as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.