SC
MED icon

Schubert & Co’s Medifast MED Stock Holding History

Schubert & Co’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
-2
Closed -$208 – 909
2023
Q1 		$208 Sell
2
-3
-60% -$332 ﹤0.01% 1541
2022
Q4 		$577 Buy
5
+3
+150% +$349 ﹤0.01% 1354
2022
Q3 		$0 Sell
2
-5
-71% -$716 ﹤0.01% 1492
2022
Q2 		$1K Buy
7
+4
+133% +$716 ﹤0.01% 1190
2022
Q1 		$1K Hold
3
– – ﹤0.01% 792
2021
Q4 		$1K Buy
+3
New +$620 ﹤0.01% 746

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Schubert & Co's MED Position: Q2 2023 in Review

Schubert & Co sold out of Medifast (MED) in Q2 2023, closing a stake of 2 shares — an estimated $208 sold.

Schubert & Co first reported a position in MED in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 236 funds tracked by Wall St. Rank hold MED as of Q2 2023.

  • Schubert & Co reported no remaining Medifast position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 2 Medifast shares in Q2 2023, an estimated $208.
  • Schubert & Co first reported a position in Medifast in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Medifast position peaked at $1K in Q2 2022.
  • 236 funds tracked by Wall St. Rank held Medifast as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.