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Johanson Financial Advisors’s Medtronic MDT Stock Holding History

Johanson Financial Advisors’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
2021
Q4 		$209K Buy
+2,020
New +$234K 0.06% 127
2020
Q1 		– Sell
-134,433
Closed -$1.19M – 181
2019
Q4 		$1.19M Buy
+134,433
New +$14.8M 0.06% 129

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Johanson Financial Advisors's MDT Position: Q4 2021 in Review

Johanson Financial Advisors opened a new position in Medtronic (MDT) in Q4 2021: 2,020 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #127 among its holdings. This is a return to the name: Johanson Financial Advisors previously reported a position in MDT as recently as Q4 2019.

Johanson Financial Advisors first reported a position in MDT in Q4 2019 and has held it in 2 quarters since. The position peaked at $1.19M in Q4 2019. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

  • Johanson Financial Advisors held 2,020 shares of Medtronic worth $209K as of Q4 2021.
  • Medtronic was a new Johanson Financial Advisors position in Q4 2021.
  • Medtronic made up 0.06% of Johanson Financial Advisors's portfolio in Q4 2021, its #127 holding.
  • Johanson Financial Advisors first reported a position in Medtronic in Q4 2019 and has held it in 2 quarters since.
  • Johanson Financial Advisors's Medtronic position peaked at $1.19M in Q4 2019.
  • 2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.