Altavista Wealth Management’s Medtronic MDT Stock Holding History

Altavista Wealth Management’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	-1,714	Closed	-$215K	–	190
2021 Q3	$215K	Sell	1,714 -41	-2%	-$5.31K	0.05%	179
2021 Q2	$218K	Hold	1,755	–	–	0.05%	177
2021 Q1	$207K	Sell	1,755 -50	-3%	-$5.86K	0.05%	170
2020 Q4	$211K	Buy	+1,805	New	+$199K	0.05%	168
2018 Q4	–	Sell	-2,148	Closed	-$211K	–	152
2018 Q3	$211K	Buy	+2,148	New	+$199K	0.08%	147
2018 Q2	–	Sell	-5,113	Closed	-$410K	–	148
2018 Q1	$410K	Buy	5,113 +46	+0.9%	+$3.79K	0.17%	99
2017 Q4	$409K	Buy	5,067 +2,178	+75%	+$174K	0.17%	103
2017 Q3	$225K	Sell	2,889 -58	-2%	-$4.82K	0.11%	130
2017 Q2	$262K	Buy	2,947 +420	+17%	+$35.4K	0.13%	116
2017 Q1	$204K	Sell	2,527 -860	-25%	-$67.2K	0.1%	125
2016 Q4	$241K	Sell	3,387 -532	-14%	-$41.8K	0.13%	115
2016 Q3	$339K	Buy	+3,919	New	+$341K	0.18%	97

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

Altavista Wealth Management's MDT Position: Q4 2021 in Review

Altavista Wealth Management sold out of Medtronic (MDT) in Q4 2021, closing a stake of 1,714 shares — an estimated $215K sold.

Altavista Wealth Management first reported a position in MDT in Q3 2016 and held it in 12 quarters. The position peaked at $410K in Q1 2018. 2,060 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

Altavista Wealth Management reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
Altavista Wealth Management sold 1,714 Medtronic shares in Q4 2021, an estimated $215K.
Altavista Wealth Management first reported a position in Medtronic in Q3 2016 and held it in 12 quarters.
Altavista Wealth Management's Medtronic position peaked at $410K in Q1 2018.
2,060 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.