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Jafra Capital Management’s Medtronic MDT Stock Holding History

Jafra Capital Management’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
2018
Q3 		– Sell
-27,965
Closed -$2.39M – 42
2018
Q2 		$2.39M Buy
27,965
+10,000
+56% +$835K 0.83% 40
2018
Q1 		$1.44M Buy
+17,965
New +$1.48M 0.45% 60

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jafra Capital Management's MDT Position: Q3 2018 in Review

Jafra Capital Management sold out of Medtronic (MDT) in Q3 2018, closing a stake of 27,965 shares — an estimated $2.39M sold.

Jafra Capital Management first reported a position in MDT in Q1 2018 and held it in 2 quarters. The position peaked at $2.39M in Q2 2018. 1,484 funds tracked by Wall St. Rank hold MDT as of Q3 2018.

  • Jafra Capital Management reported no remaining Medtronic position as of Q3 2018 after selling out during the quarter.
  • Jafra Capital Management sold 27,965 Medtronic shares in Q3 2018, an estimated $2.39M.
  • Jafra Capital Management first reported a position in Medtronic in Q1 2018 and held it in 2 quarters.
  • Jafra Capital Management's Medtronic position peaked at $2.39M in Q2 2018.
  • 1,484 funds tracked by Wall St. Rank held Medtronic as of Q3 2018.

Based on Jafra Capital Management's 13F filing for Q3 2018.