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Financial Architects (New Jersey)’s Medtronic MDT Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-1,527
Closed -$140K – 553
2020
Q2 		$140K Sell
1,527
-554
-27% -$53.1K 0.03% 284
2020
Q1 		$188K Buy
2,081
+1,850
+801% +$197K 0.05% 224
2019
Q4 		$26K Buy
231
+77
+50% +$8.45K 0.01% 532
2019
Q3 		$17K Buy
154
+100
+185% +$10.4K ﹤0.01% 631
2019
Q2 		$5K Sell
54
-1,081
-95% -$98.7K ﹤0.01% 998
2019
Q1 		$104K Buy
1,135
+117
+11% +$10.5K 0.02% 443
2018
Q4 		$93K Sell
1,018
-49
-5% -$4.58K 0.02% 418
2018
Q3 		$105K Buy
1,067
+62
+6% +$5.73K 0.02% 459
2018
Q2 		$86K Buy
1,005
+65
+7% +$5.43K 0.02% 433
2018
Q1 		$75K Sell
940
-1,132
-55% -$93.4K 0.01% 515
2017
Q4 		$168K Buy
2,072
+186
+10% +$14.9K 0.03% 362
2017
Q3 		$147K Buy
1,886
+61
+3% +$5.06K 0.03% 411
2017
Q2 		$162K Sell
1,825
-419
-19% -$35.3K 0.03% 363
2017
Q1 		$181K Buy
2,244
+450
+25% +$35.2K 0.03% 314
2016
Q4 		$128K Sell
1,794
-1,253
-41% -$98.4K 0.03% 336
2016
Q3 		$264K Sell
3,047
-25
-0.8% -$2.18K 0.07% 206
2016
Q2 		$266K Buy
3,072
+1,614
+111% +$131K 0.08% 190
2016
Q1 		$109K Buy
+1,458
New +$110K 0.04% 260
2015
Q3 		– Sell
-968
Closed -$72K – 619
2015
Q2 		$72K Buy
+968
New +$74K 0.03% 366

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Architects (New Jersey)'s MDT Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Medtronic (MDT) in Q3 2020, closing a stake of 1,527 shares — an estimated $140K sold.

Financial Architects (New Jersey) first reported a position in MDT in Q2 2015 and held it in 19 quarters. The position peaked at $266K in Q2 2016. 1,810 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Medtronic position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,527 Medtronic shares in Q3 2020, an estimated $140K.
  • Financial Architects (New Jersey) first reported a position in Medtronic in Q2 2015 and held it in 19 quarters.
  • Financial Architects (New Jersey)'s Medtronic position peaked at $266K in Q2 2016.
  • 1,810 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.