Westwood Holdings Group’s Medifast MED Stock Holding History

Westwood Holdings Group’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
2023 Q1	–	Sell	-3,800	Closed	-$438K	–	552
2022 Q4	$438K	Buy	+3,800	New	+$442K	﹤0.01%	428

Other funds holding MED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Westwood Holdings Group's MED Position: Q1 2023 in Review

Westwood Holdings Group sold out of Medifast (MED) in Q1 2023, closing a stake of 3,800 shares — an estimated $438K sold.

Westwood Holdings Group first reported a position in MED in Q4 2022 and held it in 1 quarter. The position peaked at $438K in Q4 2022. 267 funds tracked by Wall St. Rank hold MED as of Q1 2023.

Westwood Holdings Group reported no remaining Medifast position as of Q1 2023 after selling out during the quarter.
Westwood Holdings Group sold 3,800 Medifast shares in Q1 2023, an estimated $438K.
Westwood Holdings Group first reported a position in Medifast in Q4 2022 and held it in 1 quarter.
Westwood Holdings Group's Medifast position peaked at $438K in Q4 2022.
267 funds tracked by Wall St. Rank held Medifast as of Q1 2023.

Based on Westwood Holdings Group's 13F filing for Q1 2023, filed 12 May 2023.