Sageworth Trust’s Medifast MED Stock Holding History

Sageworth Trust’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
2023 Q2	–	Sell	-9	Closed	-$933	–	284
2023 Q1	$933	Hold	9	–	–	﹤0.01%	467
2022 Q4	$1K	Hold	9	–	–	﹤0.01%	423
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	342
2022 Q2	$2K	Hold	9	–	–	﹤0.01%	347
2022 Q1	$2K	Hold	9	–	–	﹤0.01%	314
2021 Q4	$2K	Sell	9 -31	-78%	-$6.41K	﹤0.01%	610
2021 Q3	$8K	Hold	40	–	–	﹤0.01%	602
2021 Q2	$11K	Buy	+40	New	+$10.8K	﹤0.01%	568

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 $72.6B AUM 54.88% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Sageworth Trust's MED Position: Q2 2023 in Review

Sageworth Trust sold out of Medifast (MED) in Q2 2023, closing a stake of 9 shares — an estimated $933 sold.

Sageworth Trust first reported a position in MED in Q2 2021 and held it in 8 quarters. The position peaked at $11K in Q2 2021. 236 funds tracked by Wall St. Rank hold MED as of Q2 2023.

Sageworth Trust reported no remaining Medifast position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 9 Medifast shares in Q2 2023, an estimated $933.
Sageworth Trust first reported a position in Medifast in Q2 2021 and held it in 8 quarters.
Sageworth Trust's Medifast position peaked at $11K in Q2 2021.
236 funds tracked by Wall St. Rank held Medifast as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.