Polen Capital Management
MED icon

Polen Capital Management’s Medifast MED Stock Holding History

Polen Capital Management’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
Q1 		– Sell
-5,636
Closed -$618K – 66
2019
Q4 		$618K Buy
5,636
+773
+16% +$74.8K ﹤0.01% 61
2019
Q3 		$504K Buy
4,863
+18
+0.4% +$1.94K ﹤0.01% 58
2019
Q2 		$622K Buy
4,845
+386
+9% +$53.6K ﹤0.01% 53
2019
Q1 		$569K Buy
+4,459
New +$566K ﹤0.01% 57

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EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 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 $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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Polen Capital Management's MED Position: Q1 2020 in Review

Polen Capital Management sold out of Medifast (MED) in Q1 2020, closing a stake of 5,636 shares — an estimated $618K sold.

Polen Capital Management first reported a position in MED in Q1 2019 and held it in 4 quarters. The position peaked at $622K in Q2 2019. 202 funds tracked by Wall St. Rank hold MED as of Q1 2020.

  • Polen Capital Management reported no remaining Medifast position as of Q1 2020 after selling out during the quarter.
  • Polen Capital Management sold 5,636 Medifast shares in Q1 2020, an estimated $618K.
  • Polen Capital Management first reported a position in Medifast in Q1 2019 and held it in 4 quarters.
  • Polen Capital Management's Medifast position peaked at $622K in Q2 2019.
  • 202 funds tracked by Wall St. Rank held Medifast as of Q1 2020.

Based on Polen Capital Management's 13F filing for Q1 2020, filed 11 May 2020.