Western Financial Corp’s Medifast MED Stock Holding History

Western Financial Corp’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 Q3	–	Sell	-1,951	Closed	-$552K	–	93
2021 Q2	$552K	Buy	+1,951	New	+$529K	0.3%	55

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

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

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

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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Western Financial Corp's MED Position: Q3 2021 in Review

Western Financial Corp sold out of Medifast (MED) in Q3 2021, closing a stake of 1,951 shares — an estimated $552K sold.

Western Financial Corp first reported a position in MED in Q2 2021 and held it in 1 quarter. The position peaked at $552K in Q2 2021. 296 funds tracked by Wall St. Rank hold MED as of Q3 2021.

Western Financial Corp reported no remaining Medifast position as of Q3 2021 after selling out during the quarter.
Western Financial Corp sold 1,951 Medifast shares in Q3 2021, an estimated $552K.
Western Financial Corp first reported a position in Medifast in Q2 2021 and held it in 1 quarter.
Western Financial Corp's Medifast position peaked at $552K in Q2 2021.
296 funds tracked by Wall St. Rank held Medifast as of Q3 2021.

Based on Western Financial Corp's 13F filing for Q3 2021, filed 22 Oct 2021.