Neumeier Poma Investment Counsel’s Medifast MED Stock Holding History

Neumeier Poma Investment Counsel’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	-207,205	Closed	-$37.4M	–	45
2022 Q2	$37.4M	Buy	207,205 +33,525	+19%	+$6M	2.93%	12
2022 Q1	$29.7M	Buy	173,680 +34,370	+25%	+$6.48M	1.99%	28
2021 Q4	$29.2M	Buy	139,310 +52,360	+60%	+$10.8M	1.63%	33
2021 Q3	$16.8M	Buy	+86,950	New	+$21.4M	1%	39

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 $63.9B AUM 45.56% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Neumeier Poma Investment Counsel's MED Position: Q3 2022 in Review

Neumeier Poma Investment Counsel sold out of Medifast (MED) in Q3 2022, closing a stake of 207,205 shares — an estimated $37.4M sold.

Neumeier Poma Investment Counsel first reported a position in MED in Q3 2021 and held it in 4 quarters. The position peaked at $37.4M in Q2 2022. 264 funds tracked by Wall St. Rank hold MED as of Q3 2022.

Neumeier Poma Investment Counsel reported no remaining Medifast position as of Q3 2022 after selling out during the quarter.
Neumeier Poma Investment Counsel sold 207,205 Medifast shares in Q3 2022, an estimated $37.4M.
Neumeier Poma Investment Counsel first reported a position in Medifast in Q3 2021 and held it in 4 quarters.
Neumeier Poma Investment Counsel's Medifast position peaked at $37.4M in Q2 2022.
264 funds tracked by Wall St. Rank held Medifast as of Q3 2022.

Based on Neumeier Poma Investment Counsel's 13F filing for Q3 2022, filed 9 Nov 2022.