Vontobel Holding’s Medifast MED Stock Holding History

Vontobel Holding’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 Q4	–	Sell	-4,067	Closed	-$441K	–	1107
2022 Q3	$441K	Hold	4,067	–	–	0.01%	749
2022 Q2	$744K	Buy	4,067 +693	+21%	+$124K	0.01%	615
2022 Q1	$577K	Buy	+3,374	New	+$636K	0.01%	750
2021 Q4	–	Sell	-2,000	Closed	-$385K	–	1160
2021 Q3	$385K	Buy	2,000 +1,000	+100%	+$246K	﹤0.01%	872
2021 Q2	$283K	Sell	1,000 -900	-47%	-$244K	﹤0.01%	934
2021 Q1	$402K	Buy	1,900 +400	+27%	+$95.7K	﹤0.01%	722
2020 Q4	$295K	Buy	+1,500	New	+$265K	﹤0.01%	802

Other funds holding MED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Vontobel Holding's MED Position: Q4 2022 in Review

Vontobel Holding sold out of Medifast (MED) in Q4 2022, closing a stake of 4,067 shares — an estimated $441K sold.

Vontobel Holding first reported a position in MED in Q4 2020 and held it in 7 quarters. The position peaked at $744K in Q2 2022. 277 funds tracked by Wall St. Rank hold MED as of Q4 2022.

Vontobel Holding reported no remaining Medifast position as of Q4 2022 after selling out during the quarter.
Vontobel Holding sold 4,067 Medifast shares in Q4 2022, an estimated $441K.
Vontobel Holding first reported a position in Medifast in Q4 2020 and held it in 7 quarters.
Vontobel Holding's Medifast position peaked at $744K in Q2 2022.
277 funds tracked by Wall St. Rank held Medifast as of Q4 2022.

Based on Vontobel Holding's 13F filing for Q4 2022, filed 14 Feb 2023.