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American Trust Investment Advisors’s Medtronic MDT Stock Holding History

American Trust Investment 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
2021
Q2 		– Sell
-1,960
Closed -$232K – 86
2021
Q1 		$232K Sell
1,960
-1,545
-44% -$181K 0.14% 74
2020
Q4 		$411K Hold
3,505
– – 0.25% 52
2020
Q3 		$364K Sell
3,505
-10
-0.3% -$1K 0.26% 50
2020
Q2 		$322K Buy
3,515
+30
+0.9% +$2.88K 0.26% 43
2020
Q1 		$314K Buy
+3,485
New +$371K 0.32% 43

Other funds holding MDT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Trust Investment Advisors's MDT Position: Q2 2021 in Review

American Trust Investment Advisors sold out of Medtronic (MDT) in Q2 2021, closing a stake of 1,960 shares — an estimated $232K sold.

American Trust Investment Advisors first reported a position in MDT in Q1 2020 and held it in 5 quarters. The position peaked at $411K in Q4 2020. 2,003 funds tracked by Wall St. Rank hold MDT as of Q2 2021.

  • American Trust Investment Advisors reported no remaining Medtronic position as of Q2 2021 after selling out during the quarter.
  • American Trust Investment Advisors sold 1,960 Medtronic shares in Q2 2021, an estimated $232K.
  • American Trust Investment Advisors first reported a position in Medtronic in Q1 2020 and held it in 5 quarters.
  • American Trust Investment Advisors's Medtronic position peaked at $411K in Q4 2020.
  • 2,003 funds tracked by Wall St. Rank held Medtronic as of Q2 2021.

Based on American Trust Investment Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.