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Orion Portfolio Solutions’s Medifast MED Stock Holding History

Orion Portfolio Solutions’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
2020
Q2 		– Sell
-21
Closed -$1K – 2350
2020
Q1 		$1K Sell
21
-1
-5% -$91 ﹤0.01% 1757
2019
Q4 		$2K Buy
+22
New +$2.13K ﹤0.01% 1527

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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Orion Portfolio Solutions's MED Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of Medifast (MED) in Q2 2020, closing a stake of 21 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in MED in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 224 funds tracked by Wall St. Rank hold MED as of Q2 2020.

  • Orion Portfolio Solutions reported no remaining Medifast position as of Q2 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 21 Medifast shares in Q2 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Medifast in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Medifast position peaked at $2K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held Medifast as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.