Jordan Park Group’s Medtronic MDT Stock Holding History

Jordan Park Group’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 Q3	–	Sell	-1,801	Closed	-$224K	–	78
2021 Q2	$224K	Sell	1,801 -904	-33%	-$114K	0.5%	62
2021 Q1	$320K	Buy	+2,705	New	+$317K	0.95%	28

Other funds holding MDT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jordan Park Group's MDT Position: Q3 2021 in Review

Jordan Park Group sold out of Medtronic (MDT) in Q3 2021, closing a stake of 1,801 shares — an estimated $224K sold.

Jordan Park Group first reported a position in MDT in Q1 2021 and held it in 2 quarters. The position peaked at $320K in Q1 2021. 2,023 funds tracked by Wall St. Rank hold MDT as of Q3 2021.

Jordan Park Group reported no remaining Medtronic position as of Q3 2021 after selling out during the quarter.
Jordan Park Group sold 1,801 Medtronic shares in Q3 2021, an estimated $224K.
Jordan Park Group first reported a position in Medtronic in Q1 2021 and held it in 2 quarters.
Jordan Park Group's Medtronic position peaked at $320K in Q1 2021.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q3 2021.

Based on Jordan Park Group's 13F filing for Q3 2021, filed 19 Oct 2021.