UMB Bank’s Medifast MED Stock Holding History

UMB Bank’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
2025 Q4	–	Sell	-216	Closed	-$2.95K	–	2314
2025 Q3	$2.95K	Buy	+216	New	+$3.02K	﹤0.01%	1991
2024 Q4	–	Sell	-109	Closed	-$2.09K	–	2126
2024 Q3	$2.09K	Sell	109 -340	-76%	-$6.55K	﹤0.01%	1973
2024 Q2	$9.8K	Buy	+449	New	+$12K	﹤0.01%	1272
2023 Q4	–	Sell	-18	Closed	-$1.35K	–	1684
2023 Q3	$1.35K	Hold	18	–	–	﹤0.01%	1567
2023 Q2	$1.66K	Hold	18	–	–	﹤0.01%	1535
2023 Q1	$1.87K	Sell	18 -52	-74%	-$5.76K	﹤0.01%	1526
2022 Q4	$8K	Hold	70	–	–	﹤0.01%	1362
2022 Q3	$8K	Sell	70 -53	-43%	-$7.59K	﹤0.01%	1374
2022 Q2	$22K	Hold	123	–	–	﹤0.01%	1139
2022 Q1	$21K	Buy	123 +52	+73%	+$9.8K	﹤0.01%	1234
2021 Q4	$15K	Buy	+71	New	+$14.7K	﹤0.01%	1346

Other funds holding MED

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return