Steward Financial Group’s Medifast MED Stock Holding History

Steward Financial Group’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	-7	Closed	–	–	780
2023 Q1	$0	Buy	7 +5	+250%	+$554	﹤0.01%	836
2022 Q4	$0	Buy	+2	New	+$233	﹤0.01%	707
2022 Q3	–	Sell	-3	Closed	–	–	813
2022 Q2	$0	Buy	+3	New	+$537	﹤0.01%	1204

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 $3.38T AUM 44.17% 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 40.89% 1-Year Est. Return

Steward Financial Group's MED Position: Q2 2023 in Review

Steward Financial Group sold out of Medifast (MED) in Q2 2023, closing a stake of 7 shares.

Steward Financial Group first reported a position in MED in Q2 2022 and held it in 3 quarters. The position peaked at $0 in Q1 2023. 236 funds tracked by Wall St. Rank hold MED as of Q2 2023.

Steward Financial Group reported no remaining Medifast position as of Q2 2023 after selling out during the quarter.
Steward Financial Group sold 7 Medifast shares in Q2 2023.
Steward Financial Group first reported a position in Medifast in Q2 2022 and held it in 3 quarters.
Steward Financial Group's Medifast position peaked at $0 in Q1 2023.
236 funds tracked by Wall St. Rank held Medifast as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.