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Triumph Capital Management’s Medifast MED Stock Holding History

Triumph Capital Management’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
2024
Q1 		– Sell
-3,165
Closed -$213K – 246
2023
Q4 		$213K Buy
+3,165
New +$220K 0.09% 198
2023
Q3 		– Sell
-2,606
Closed -$240K – 239
2023
Q2 		$240K Buy
+2,606
New +$232K 0.11% 177

Other funds holding MED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Triumph Capital Management's MED Position: Q1 2024 in Review

Triumph Capital Management sold out of Medifast (MED) in Q1 2024, closing a stake of 3,165 shares — an estimated $213K sold.

Triumph Capital Management first reported a position in MED in Q2 2023 and held it in 2 quarters. The position peaked at $240K in Q2 2023. 186 funds tracked by Wall St. Rank hold MED as of Q1 2024.

  • Triumph Capital Management reported no remaining Medifast position as of Q1 2024 after selling out during the quarter.
  • Triumph Capital Management sold 3,165 Medifast shares in Q1 2024, an estimated $213K.
  • Triumph Capital Management first reported a position in Medifast in Q2 2023 and held it in 2 quarters.
  • Triumph Capital Management's Medifast position peaked at $240K in Q2 2023.
  • 186 funds tracked by Wall St. Rank held Medifast as of Q1 2024.

Based on Triumph Capital Management's 13F filing for Q1 2024, filed 25 Apr 2024.