Whittier Trust’s Medifast MED Stock Holding History

Whittier Trust’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
2020 Q1	–	Sell	-5	Closed	-$1K	–	1551
2019 Q4	$1K	Hold	5	–	–	﹤0.01%	1443
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	1466
2019 Q2	$1K	Hold	5	–	–	﹤0.01%	1301
2019 Q1	$1K	Buy	+5	New	+$634	﹤0.01%	1307

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

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

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

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Whittier Trust's MED Position: Q1 2020 in Review

Whittier Trust sold out of Medifast (MED) in Q1 2020, closing a stake of 5 shares — an estimated $1K sold.

Whittier Trust first reported a position in MED in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 201 funds tracked by Wall St. Rank hold MED as of Q1 2020.

Whittier Trust reported no remaining Medifast position as of Q1 2020 after selling out during the quarter.
Whittier Trust sold 5 Medifast shares in Q1 2020, an estimated $1K.
Whittier Trust first reported a position in Medifast in Q1 2019 and held it in 4 quarters.
Whittier Trust's Medifast position peaked at $1K in Q4 2019.
201 funds tracked by Wall St. Rank held Medifast as of Q1 2020.

Based on Whittier Trust's 13F filing for Q1 2020, filed 27 Apr 2020.