Creative Planning Medifast Inc Transaction History

Creative Planning

$90.1 Billion
Q1 2024

A detailed history of Creative Planning transactions in Medifast Inc stock. As of the latest transaction made, Creative Planning holds 8,055 shares of MED stock, worth $175,760. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,055

Holding current value

$175,760

% of portfolio

0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$34.57 - $70.23 $278,461 - $565,702	8,055 New	8,055 $308,000
Q4 2022 Feb 10, 2023	BUY	$103.38 - $126.05 $240,048 - $292,688	2,322 New	2,322 $267,000
Q3 2021 Nov 10, 2021	SELL	$192.64 - $288.27 $158,928 - $237,822	-825 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$217.95 - $332.25 $179,808 - $274,106	825 New	825 $233,000
Q2 2019 Jul 26, 2019	SELL	$126.41 - $157.08 $225,389 - $280,073	-1,783 Closed	0 $0

Q1 2019 Apr 24, 2019	BUY	$107.24 - $136.31 $191,208 - $243,040	1,783 New	1,783 $227,000
Q4 2018 Feb 01, 2019	SELL	$114.93 - $220.1 $135,962 - $260,378	-1,183 Closed	0 $0
Q3 2018 Oct 25, 2018	BUY	$158.99 - $255.94 $188,085 - $302,777	1,183 New	1,183 $262,000

Others Institutions Holding MED

# of Institutions

210

Shares Held

11.4M

Call Options Held

318K

Put Options Held

497K

Black Rock Inc. New York, NY

1.75M
Shares

$38.2 Million
0.0% of portfolio
Pacer Advisors, Inc. Malvern, PA

1.26M
Shares

$27.5 Million
0.13% of portfolio
Vanguard Group Inc Valley Forge, PA

1.23M
Shares

$26.9 Million
0.0% of portfolio
Jim Simons Renaissance Technologies LLC | New York, Ny

797K
Shares

$17.4 Million
0.05% of portfolio
Invesco Ltd. Atlanta, GA

550K
Shares

$12 Million
0.0% of portfolio

View Full List

About MEDIFAST INC

Ticker MED
Exchange NYSE
Sector Consumer Cyclical
Industry Personal Services
Shares Outstandng 11,017,900
Market Cap $240M
Description
Medifast, Inc., through its subsidiaries, manufactures and distributes weight loss, weight management, healthy living products, and other consumable health and nutritional products in the United States and the Asia-Pacific. The company offers bars, bites, pretzels, puffs, cereal crunch, drinks, hearty choices, oatmeal, pancakes, pudding, soft se...

More about MED

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account