JOYN Advisors’s Medtronic MDT Stock Holding History

JOYN 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
2020 Q1	$295K	Buy	3,270 +257	+9%	+$27.3K	0.1%	77
2019 Q4	$342K	Buy	3,013 +62	+2%	+$6.8K	0.07%	69
2019 Q3	$321K	Buy	2,951 +180	+6%	+$18.8K	0.07%	72
2019 Q2	$276K	Sell	2,771 -9	-0.3%	-$822	0.06%	87
2019 Q1	$253K	Sell	2,780 -365	-12%	-$32.7K	0.06%	85
2018 Q4	$286K	Sell	3,145 -69	-2%	-$6.45K	0.06%	77
2018 Q3	$316K	Sell	3,214 -169	-5%	-$15.6K	0.06%	87
2018 Q2	$290K	Buy	3,383 +2,801	+481%	+$234K	0.06%	96
2018 Q1	$47K	Buy	+582	New	+$48K	0.01%	471

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

JOYN Advisors's MDT Position: Q1 2020 in Review

JOYN Advisors increased its Medtronic (MDT) stake by 8.5% in Q1 2020, buying an estimated $27.3K and bringing the position to 3,270 shares worth $295K. The position accounts for 0.1% of the portfolio, ranked #77.

JOYN Advisors first reported a position in MDT in Q1 2018 and has held it in 9 quarters since. The position peaked at $342K in Q4 2019. 1,762 funds tracked by Wall St. Rank hold MDT as of Q1 2020.

JOYN Advisors held 3,270 shares of Medtronic worth $295K as of Q1 2020.
JOYN Advisors bought 257 Medtronic shares in Q1 2020, an estimated $27.3K.
Medtronic made up 0.1% of JOYN Advisors's portfolio in Q1 2020, its #77 holding.
JOYN Advisors first reported a position in Medtronic in Q1 2018 and has held it in 9 quarters since.
JOYN Advisors's Medtronic position peaked at $342K in Q4 2019.
1,762 funds tracked by Wall St. Rank held Medtronic as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.