JSF Financial’s Medtronic MDT Stock Holding History

JSF Financial’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	–	Sell	-1,792	Closed	-$225K	–	126
2021 Q3	$225K	Buy	+1,792	New	+$232K	0.11%	99

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

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

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

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

JSF Financial's MDT Position: Q4 2021 in Review

JSF Financial sold out of Medtronic (MDT) in Q4 2021, closing a stake of 1,792 shares — an estimated $225K sold.

JSF Financial first reported a position in MDT in Q3 2021 and held it in 1 quarter. The position peaked at $225K in Q3 2021. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

JSF Financial reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
JSF Financial sold 1,792 Medtronic shares in Q4 2021, an estimated $225K.
JSF Financial first reported a position in Medtronic in Q3 2021 and held it in 1 quarter.
JSF Financial's Medtronic position peaked at $225K in Q3 2021.
2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on JSF Financial's 13F filing for Q4 2021, filed 10 Feb 2022.