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Stiles Financial Services’s Medifast MED Stock Holding History

Stiles Financial Services’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
Q4 		– Sell
-3,480
Closed -$260K – 177
2023
Q3 		$260K Sell
3,480
-707
-17% -$62.7K 0.14% 141
2023
Q2 		$386K Sell
4,187
-324
-7% -$28.8K 0.19% 124
2023
Q1 		$468K Sell
4,511
-501
-10% -$55.5K 0.25% 102
2022
Q4 		$578K Sell
5,012
-40
-0.8% -$4.66K 0.33% 88
2022
Q3 		$547K Buy
5,052
+492
+11% +$70.5K 0.33% 84
2022
Q2 		$823K Buy
4,560
+23
+0.5% +$4.12K 0.49% 62
2022
Q1 		$775K Buy
4,537
+20
+0.4% +$3.77K 0.39% 70
2021
Q4 		$946K Buy
+4,517
New +$934K 0.46% 63

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Stiles Financial Services's MED Position: Q4 2023 in Review

Stiles Financial Services sold out of Medifast (MED) in Q4 2023, closing a stake of 3,480 shares — an estimated $260K sold.

Stiles Financial Services first reported a position in MED in Q4 2021 and held it in 8 quarters. The position peaked at $946K in Q4 2021. 216 funds tracked by Wall St. Rank hold MED as of Q4 2023.

  • Stiles Financial Services reported no remaining Medifast position as of Q4 2023 after selling out during the quarter.
  • Stiles Financial Services sold 3,480 Medifast shares in Q4 2023, an estimated $260K.
  • Stiles Financial Services first reported a position in Medifast in Q4 2021 and held it in 8 quarters.
  • Stiles Financial Services's Medifast position peaked at $946K in Q4 2021.
  • 216 funds tracked by Wall St. Rank held Medifast as of Q4 2023.

Based on Stiles Financial Services's 13F filing for Q4 2023, filed 26 Jan 2024.