Mackenzie Financial
MED icon

Mackenzie Financial’s Medifast MED Stock Holding History

Mackenzie 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
2022
Q3 		– Sell
-1,198
Closed -$216K – 1490
2022
Q2 		$216K Buy
+1,198
New +$214K ﹤0.01% 1250
2022
Q1 		– Sell
-1,085
Closed -$227K – 1466
2021
Q4 		$227K Buy
+1,085
New +$224K ﹤0.01% 1275
2019
Q2 		– Sell
-4,910
Closed -$626K – 1196
2019
Q1 		$626K Sell
4,910
-10,270
-68% -$1.3M ﹤0.01% 987
2018
Q4 		$1.9M Buy
15,180
+8,780
+137% +$1.5M 0.01% 714
2018
Q3 		$1.42M Sell
6,400
-750
-10% -$152K ﹤0.01% 706
2018
Q2 		$1.15M Buy
+7,150
New +$914K ﹤0.01% 665

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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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

Mackenzie Financial's MED Position: Q3 2022 in Review

Mackenzie Financial sold out of Medifast (MED) in Q3 2022, closing a stake of 1,198 shares — an estimated $216K sold.

Mackenzie Financial first reported a position in MED in Q2 2018 and held it in 6 quarters. The position peaked at $1.9M in Q4 2018. 263 funds tracked by Wall St. Rank hold MED as of Q3 2022.

  • Mackenzie Financial reported no remaining Medifast position as of Q3 2022 after selling out during the quarter.
  • Mackenzie Financial sold 1,198 Medifast shares in Q3 2022, an estimated $216K.
  • Mackenzie Financial first reported a position in Medifast in Q2 2018 and held it in 6 quarters.
  • Mackenzie Financial's Medifast position peaked at $1.9M in Q4 2018.
  • 263 funds tracked by Wall St. Rank held Medifast as of Q3 2022.

Based on Mackenzie Financial's 13F filing for Q3 2022, filed 7 Oct 2022.