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Spearhead Capital Advisors’s Medifast MED Stock Holding History

Spearhead Capital Advisors’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
2022
Q3 		– Sell
-1,336
Closed -$241K – 133
2022
Q2 		$241K Sell
1,336
-21
-2% -$3.76K 0.04% 150
2022
Q1 		$232K Sell
1,357
-517
-28% -$97.5K 0.03% 171
2021
Q4 		$392K Buy
1,874
+25
+1% +$5.17K 0.05% 122
2021
Q3 		$356K Sell
1,849
-10
-0.5% -$2.46K 0.05% 135
2021
Q2 		$526K Buy
1,859
+229
+14% +$62.1K 0.07% 94
2021
Q1 		$345K Sell
1,630
-749
-31% -$179K 0.05% 128
2020
Q4 		$467K Buy
2,379
+43
+2% +$7.6K 0.07% 104
2020
Q3 		$384K Buy
2,336
+123
+6% +$20.3K 0.07% 99
2020
Q2 		$307K Buy
+2,213
New +$203K 0.07% 102

Other funds holding MED

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Spearhead Capital Advisors's MED Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Medifast (MED) in Q3 2022, closing a stake of 1,336 shares — an estimated $241K sold.

Spearhead Capital Advisors first reported a position in MED in Q2 2020 and held it in 9 quarters. The position peaked at $526K in Q2 2021. 264 funds tracked by Wall St. Rank hold MED as of Q3 2022.

  • Spearhead Capital Advisors reported no remaining Medifast position as of Q3 2022 after selling out during the quarter.
  • Spearhead Capital Advisors sold 1,336 Medifast shares in Q3 2022, an estimated $241K.
  • Spearhead Capital Advisors first reported a position in Medifast in Q2 2020 and held it in 9 quarters.
  • Spearhead Capital Advisors's Medifast position peaked at $526K in Q2 2021.
  • 264 funds tracked by Wall St. Rank held Medifast as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.