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Optimist Retirement Group’s Medifast MED Stock Holding History

Optimist Retirement 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
2024
Q2 		– Sell
-9,404
Closed -$360K – 121
2024
Q1 		$360K Sell
9,404
-10,555
-53% -$511K 0.19% 53
2023
Q4 		$1.34M Buy
+19,959
New +$1.39M 0.87% 28

Other funds holding MED

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Optimist Retirement Group's MED Position: Q2 2024 in Review

Optimist Retirement Group sold out of Medifast (MED) in Q2 2024, closing a stake of 9,404 shares — an estimated $360K sold.

Optimist Retirement Group first reported a position in MED in Q4 2023 and held it in 2 quarters. The position peaked at $1.34M in Q4 2023. 158 funds tracked by Wall St. Rank hold MED as of Q2 2024.

  • Optimist Retirement Group reported no remaining Medifast position as of Q2 2024 after selling out during the quarter.
  • Optimist Retirement Group sold 9,404 Medifast shares in Q2 2024, an estimated $360K.
  • Optimist Retirement Group first reported a position in Medifast in Q4 2023 and held it in 2 quarters.
  • Optimist Retirement Group's Medifast position peaked at $1.34M in Q4 2023.
  • 158 funds tracked by Wall St. Rank held Medifast as of Q2 2024.

Based on Optimist Retirement Group's 13F filing for Q2 2024, filed 12 Aug 2024.