LifePlan Financial Group’s Medtronic MDT Stock Holding History

LifePlan Financial 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
2020 Q3	$2K	Hold	23	–	–	﹤0.01%	528
2020 Q2	$2K	Hold	23	–	–	﹤0.01%	534
2020 Q1	$2K	Hold	23	–	–	﹤0.01%	508
2019 Q4	$3K	Hold	23	–	–	﹤0.01%	499
2019 Q3	$2K	Hold	23	–	–	﹤0.01%	512
2019 Q2	$2K	Hold	23	–	–	﹤0.01%	512
2019 Q1	$2K	Buy	+23	New	+$2.06K	﹤0.01%	513
2018 Q2	–	Sell	-25	Closed	-$2K	–	538
2018 Q1	$2K	Buy	+25	New	+$2.06K	﹤0.01%	475
2014 Q2	–	Sell	-70	Closed	-$4K	–	152
2014 Q1	$4K	Hold	70	–	–	﹤0.01%	215
2013 Q4	$4K	Hold	70	–	–	﹤0.01%	201
2013 Q3	$4K	Hold	70	–	–	﹤0.01%	180
2013 Q2	$4K	Buy	+70	New	+$3.46K	﹤0.01%	154

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LifePlan Financial Group's MDT Position: Q3 2020 in Review

LifePlan Financial Group held its Medtronic (MDT) position steady in Q3 2020 at 23 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

LifePlan Financial Group first reported a position in MDT in Q2 2013 and has held it in 12 quarters since. The position peaked at $4K in Q1 2014. 1,810 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

LifePlan Financial Group held 23 shares of Medtronic worth $2K as of Q3 2020.
LifePlan Financial Group left its Medtronic share count unchanged in Q3 2020.
Medtronic made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #528 holding.
LifePlan Financial Group first reported a position in Medtronic in Q2 2013 and has held it in 12 quarters since.
LifePlan Financial Group's Medtronic position peaked at $4K in Q1 2014.
1,810 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.