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Sunbelt Securities’s Medifast MED Stock Holding History

Sunbelt Securities’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
2019
Q4 		– Sell
-2,285
Closed -$237K – 634
2019
Q3 		$237K Buy
+2,285
New +$246K 0.03% 479
2019
Q2 		– Sell
-3,300
Closed -$421K – 267
2019
Q1 		$421K Buy
+3,300
New +$419K 0.21% 133

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
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sunbelt Securities's MED Position: Q4 2019 in Review

Sunbelt Securities sold out of Medifast (MED) in Q4 2019, closing a stake of 2,285 shares — an estimated $237K sold.

Sunbelt Securities first reported a position in MED in Q1 2019 and held it in 2 quarters. The position peaked at $421K in Q1 2019. 219 funds tracked by Wall St. Rank hold MED as of Q4 2019.

  • Sunbelt Securities reported no remaining Medifast position as of Q4 2019 after selling out during the quarter.
  • Sunbelt Securities sold 2,285 Medifast shares in Q4 2019, an estimated $237K.
  • Sunbelt Securities first reported a position in Medifast in Q1 2019 and held it in 2 quarters.
  • Sunbelt Securities's Medifast position peaked at $421K in Q1 2019.
  • 219 funds tracked by Wall St. Rank held Medifast as of Q4 2019.

Based on Sunbelt Securities's 13F filing for Q4 2019, filed 14 Feb 2020.