Next Financial Group’s Medifast MED Stock Holding History

Next Financial Group’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 Q4	$7K	Sell	34 -8	-19%	-$1.65K	﹤0.01%	2324
2021 Q3	$8K	Buy	42 +7	+20%	+$1.72K	﹤0.01%	2096
2021 Q2	$10K	Buy	35 +3	+9%	+$813	﹤0.01%	1991
2021 Q1	$7K	Sell	32 -3	-9%	-$718	﹤0.01%	2001
2020 Q4	$7K	Sell	35 -5	-13%	-$884	﹤0.01%	1895
2020 Q3	$7K	Buy	+40	New	+$6.59K	﹤0.01%	1737
2020 Q2	–	Sell	-44	Closed	-$3K	–	1357
2020 Q1	$3K	Sell	44 -73	-62%	-$6.65K	﹤0.01%	1841
2019 Q4	$13K	Hold	117	–	–	﹤0.01%	1677
2019 Q3	$12K	Buy	117 +1	+0.9%	+$107	﹤0.01%	1642
2019 Q2	$15K	Buy	+116	New	+$16.1K	﹤0.01%	1564
2019 Q1	–	Sell	-16	Closed	-$2K	–	1919
2018 Q4	$2K	Buy	+16	New	+$2.74K	﹤0.01%	1746

Other funds holding MED

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Next Financial Group's MED Position: Q4 2021 in Review

Next Financial Group reduced its Medifast (MED) stake by 19% in Q4 2021, selling an estimated $1.65K and leaving 34 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

Next Financial Group first reported a position in MED in Q4 2018 and has held it in 11 quarters since. The position peaked at $15K in Q2 2019. 297 funds tracked by Wall St. Rank hold MED as of Q4 2021.

Next Financial Group held 34 shares of Medifast worth $7K as of Q4 2021.
Next Financial Group sold 8 Medifast shares in Q4 2021, an estimated $1.65K.
Medifast made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2324 holding.
Next Financial Group first reported a position in Medifast in Q4 2018 and has held it in 11 quarters since.
Next Financial Group's Medifast position peaked at $15K in Q2 2019.
297 funds tracked by Wall St. Rank held Medifast as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.