Stifel Financial
MED icon

Stifel Financial’s Medifast MED Stock Holding History

Stifel Financial’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
-12,551
Closed -$2.27M – 3350
2022
Q2 		$2.27M Buy
12,551
+160
+1% +$28.6K ﹤0.01% 1417
2022
Q1 		$2.12M Sell
12,391
-6,417
-34% -$1.21M ﹤0.01% 1574
2021
Q4 		$3.94M Sell
18,808
-2,923
-13% -$604K 0.01% 1204
2021
Q3 		$4.19M Sell
21,731
-1,164
-5% -$286K 0.01% 1121
2021
Q2 		$6.48M Buy
22,895
+6,040
+36% +$1.64M 0.01% 887
2021
Q1 		$3.57M Buy
16,855
+1,246
+8% +$298K 0.01% 1159
2020
Q4 		$3.07M Buy
15,609
+2,329
+18% +$412K 0.01% 1124
2020
Q3 		$2.18M Buy
13,280
+6,437
+94% +$1.06M ﹤0.01% 1166
2020
Q2 		$949K Buy
6,843
+2,033
+42% +$187K ﹤0.01% 1593
2020
Q1 		$298K Buy
4,810
+1,505
+46% +$137K ﹤0.01% 2191
2019
Q4 		$362K Sell
3,305
-357
-10% -$34.5K ﹤0.01% 2445
2019
Q3 		$378K Buy
+3,662
New +$394K ﹤0.01% 2312
2018
Q4 		– Sell
-4,021
Closed -$892K – 2755
2018
Q3 		$892K Sell
4,021
-1,380
-26% -$280K ﹤0.01% 1753
2018
Q2 		$865K Sell
5,401
-4,460
-45% -$570K ﹤0.01% 1718
2018
Q1 		$927K Sell
9,861
-2,095
-18% -$157K ﹤0.01% 1614
2017
Q4 		$838K Sell
11,956
-41
-0.3% -$2.72K ﹤0.01% 1626
2017
Q3 		$716K Buy
11,997
+71
+0.6% +$3.53K ﹤0.01% 1673
2017
Q2 		$488K Buy
11,926
+3,967
+50% +$172K ﹤0.01% 1885
2017
Q1 		$352K Buy
7,959
+368
+5% +$15.8K ﹤0.01% 2008
2016
Q4 		$317K Buy
7,591
+950
+14% +$38.3K ﹤0.01% 2013
2016
Q3 		$251K Buy
+6,641
New +$238K ﹤0.01% 2071

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Stifel Financial's MED Position: Q3 2022 in Review

Stifel Financial sold out of Medifast (MED) in Q3 2022, closing a stake of 12,551 shares — an estimated $2.27M sold.

Stifel Financial first reported a position in MED in Q3 2016 and held it in 21 quarters. The position peaked at $6.48M in Q2 2021. 263 funds tracked by Wall St. Rank hold MED as of Q3 2022.

  • Stifel Financial reported no remaining Medifast position as of Q3 2022 after selling out during the quarter.
  • Stifel Financial sold 12,551 Medifast shares in Q3 2022, an estimated $2.27M.
  • Stifel Financial first reported a position in Medifast in Q3 2016 and held it in 21 quarters.
  • Stifel Financial's Medifast position peaked at $6.48M in Q2 2021.
  • 263 funds tracked by Wall St. Rank held Medifast as of Q3 2022.

Based on Stifel Financial's 13F filing for Q3 2022, filed 14 Nov 2022.