Shine Investment Advisory Services’s Medtronic MDT Stock Holding History

Shine Investment Advisory Services’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	$175K	Hold	1,688	–	–	0.06%	137
2020 Q2	$155K	Sell	1,688 -17	-1%	-$1.63K	0.06%	141
2020 Q1	$154K	Sell	1,705 -8	-0.5%	-$851	0.07%	128
2019 Q4	$194K	Buy	1,713 +440	+35%	+$48.3K	0.08%	130
2019 Q3	$138K	Hold	1,273	–	–	0.07%	140
2019 Q2	$124K	Hold	1,273	–	–	0.06%	148
2019 Q1	$116K	Hold	1,273	–	–	0.05%	161
2018 Q4	$116K	Hold	1,273	–	–	0.06%	150
2018 Q3	$125K	Sell	1,273 -909	-42%	-$84K	0.07%	149
2018 Q2	$187K	Buy	2,182 +14	+0.6%	+$1.17K	0.1%	113
2018 Q1	$174K	Sell	2,168 -793	-27%	-$65.4K	0.09%	108
2017 Q4	$239K	Sell	2,961 -63	-2%	-$5.05K	0.12%	91
2017 Q3	$235K	Hold	3,024	–	–	0.12%	88
2017 Q2	$268K	Sell	3,024 -1	-0%	-$84	0.14%	78
2017 Q1	$244K	Buy	+3,025	New	+$236K	0.16%	73
2014 Q4	–	Sell	-10,625	Closed	-$658K	–	27
2014 Q3	$658K	Hold	10,625	–	–	0.77%	20
2014 Q2	$677K	Buy	+10,625	New	+$645K	0.78%	20

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

Shine Investment Advisory Services's MDT Position: Q3 2020 in Review

Shine Investment Advisory Services held its Medtronic (MDT) position steady in Q3 2020 at 1,688 shares worth $175K. The position accounts for 0.06% of the portfolio, ranked #137.

Shine Investment Advisory Services first reported a position in MDT in Q2 2014 and has held it in 17 quarters since. The position peaked at $677K in Q2 2014. 1,811 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

Shine Investment Advisory Services held 1,688 shares of Medtronic worth $175K as of Q3 2020.
Shine Investment Advisory Services left its Medtronic share count unchanged in Q3 2020.
Medtronic made up 0.06% of Shine Investment Advisory Services's portfolio in Q3 2020, its #137 holding.
Shine Investment Advisory Services first reported a position in Medtronic in Q2 2014 and has held it in 17 quarters since.
Shine Investment Advisory Services's Medtronic position peaked at $677K in Q2 2014.
1,811 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.