C-J Advisory’s Medtronic MDT Stock Holding History

C-J Advisory’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-161	Closed	-$17K	–	106
2019 Q3	$17K	Hold	161	–	–	0.01%	108
2019 Q2	$16K	Hold	161	–	–	0.01%	110
2019 Q1	$15K	Hold	161	–	–	0.01%	127
2018 Q4	$15K	Hold	161	–	–	0.01%	94
2018 Q3	$16K	Sell	161 -33	-17%	-$3.05K	0.01%	97
2018 Q2	$17K	Hold	194	–	–	0.01%	94
2018 Q1	$15K	Hold	194	–	–	0.01%	96
2017 Q4	$16K	Hold	194	–	–	0.01%	90
2017 Q3	$15K	Hold	194	–	–	0.01%	90
2017 Q2	$17K	Hold	194	–	–	0.01%	85
2017 Q1	$16K	Sell	194 -61	-24%	-$4.76K	0.01%	88
2016 Q4	$18K	Hold	255	–	–	0.02%	82
2016 Q3	$22K	Buy	+255	New	+$22.2K	0.02%	68

Other funds holding MDT

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

C-J Advisory's MDT Position: Q4 2019 in Review

C-J Advisory sold out of Medtronic (MDT) in Q4 2019, closing a stake of 161 shares — an estimated $17K sold.

C-J Advisory first reported a position in MDT in Q3 2016 and held it in 13 quarters. The position peaked at $22K in Q3 2016. 1,820 funds tracked by Wall St. Rank hold MDT as of Q4 2019.

C-J Advisory reported no remaining Medtronic position as of Q4 2019 after selling out during the quarter.
C-J Advisory sold 161 Medtronic shares in Q4 2019, an estimated $17K.
C-J Advisory first reported a position in Medtronic in Q3 2016 and held it in 13 quarters.
C-J Advisory's Medtronic position peaked at $22K in Q3 2016.
1,820 funds tracked by Wall St. Rank held Medtronic as of Q4 2019.

Based on C-J Advisory's 13F filing for Q4 2019, filed 10 Feb 2020.