SGI
MED icon

Summit Global Investments’s Medifast MED Stock Holding History

Summit Global Investments’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
Q2 		– Sell
-2,000
Closed -$342K – 502
2022
Q1 		$342K Hold
2,000
– – 0.03% 387
2021
Q4 		$419K Buy
+2,000
New +$413K 0.03% 396
2021
Q2 		– Sell
-2,942
Closed -$623K – 601
2021
Q1 		$623K Buy
+2,942
New +$704K 0.04% 291

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Summit Global Investments's MED Position: Q2 2022 in Review

Summit Global Investments sold out of Medifast (MED) in Q2 2022, closing a stake of 2,000 shares — an estimated $342K sold.

Summit Global Investments first reported a position in MED in Q1 2021 and held it in 3 quarters. The position peaked at $623K in Q1 2021. 284 funds tracked by Wall St. Rank hold MED as of Q2 2022.

  • Summit Global Investments reported no remaining Medifast position as of Q2 2022 after selling out during the quarter.
  • Summit Global Investments sold 2,000 Medifast shares in Q2 2022, an estimated $342K.
  • Summit Global Investments first reported a position in Medifast in Q1 2021 and held it in 3 quarters.
  • Summit Global Investments's Medifast position peaked at $623K in Q1 2021.
  • 284 funds tracked by Wall St. Rank held Medifast as of Q2 2022.

Based on Summit Global Investments's 13F filing for Q2 2022, filed 23 Aug 2022.