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Shell Asset Management’s Medifast MED Stock Holding History

Shell Asset 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
2024
Q1 		– Sell
-2,547
Closed -$171K – 1286
2023
Q4 		$171K Sell
2,547
-763
-23% -$53.2K 0.01% 908
2023
Q3 		$248K Sell
3,310
-51
-2% -$4.53K 0.01% 828
2023
Q2 		$310K Sell
3,361
-2,165
-39% -$193K 0.01% 772
2023
Q1 		$573K Buy
5,526
+4,297
+350% +$476K 0.02% 509
2022
Q4 		$142K Sell
1,229
-273
-18% -$31.8K 0.01% 1068
2022
Q3 		$163K Sell
1,502
-398
-21% -$57K 0.01% 1075
2022
Q2 		$343K Buy
1,900
+1,164
+158% +$208K 0.01% 915
2022
Q1 		$126K Sell
736
-108
-13% -$20.4K ﹤0.01% 1258
2021
Q4 		$177K Buy
844
+4
+0.5% +$827 ﹤0.01% 1237
2021
Q3 		$162K Sell
840
-30
-3% -$7.38K ﹤0.01% 1244
2021
Q2 		$246K Buy
+870
New +$236K ﹤0.01% 1178

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Renaissance Technologies
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Invesco
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return