UFF
MED icon

USA Financial Formulas’s Medifast MED Stock Holding History

USA Financial Formulas’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
2021
Q1 		– Sell
-260
Closed -$51K – 394
2020
Q4 		$51K Buy
+260
New +$45.9K 0.04% 178
2019
Q1 		– Sell
-1,443
Closed -$320K – 252
2018
Q4 		$320K Sell
1,443
-554
-28% -$94.8K 0.08% 214
2018
Q3 		$320K Buy
1,997
+597
+43% +$121K 0.08% 208
2018
Q2 		$131K Hold
1,400
– – 0.03% 284
2018
Q1 		$131K Buy
+1,400
New +$105K 0.03% 284

Other funds holding MED

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $63.9B AUM 45.56% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USA Financial Formulas's MED Position: Q1 2021 in Review

USA Financial Formulas sold out of Medifast (MED) in Q1 2021, closing a stake of 260 shares — an estimated $51K sold.

USA Financial Formulas first reported a position in MED in Q1 2018 and held it in 5 quarters. The position peaked at $320K in Q4 2018. 277 funds tracked by Wall St. Rank hold MED as of Q1 2021.

  • USA Financial Formulas reported no remaining Medifast position as of Q1 2021 after selling out during the quarter.
  • USA Financial Formulas sold 260 Medifast shares in Q1 2021, an estimated $51K.
  • USA Financial Formulas first reported a position in Medifast in Q1 2018 and held it in 5 quarters.
  • USA Financial Formulas's Medifast position peaked at $320K in Q4 2018.
  • 277 funds tracked by Wall St. Rank held Medifast as of Q1 2021.

Based on USA Financial Formulas's 13F filing for Q1 2021, filed 6 May 2021.