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Arcadia Investment Advisors’s Medtronic MDT Stock Holding History

Arcadia 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
Q3 		– Sell
-20
Closed -$2.48K – 189
2021
Q2 		$2.48K Buy
+20
New +$2.51K ﹤0.01% 114
2019
Q1 		– Sell
-35
Closed -$3.18K – 69
2018
Q4 		$3.18K Hold
35
– – ﹤0.01% 58
2018
Q3 		$3.44K Hold
35
– – ﹤0.01% 51
2018
Q2 		$3K Hold
35
– – ﹤0.01% 61
2018
Q1 		$2.81K Hold
35
– – ﹤0.01% 51
2017
Q4 		$2.83K Buy
+35
New +$2.8K ﹤0.01% 56

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arcadia Investment Advisors's MDT Position: Q3 2021 in Review

Arcadia Investment Advisors sold out of Medtronic (MDT) in Q3 2021, closing a stake of 20 shares — an estimated $2.48K sold.

Arcadia Investment Advisors first reported a position in MDT in Q4 2017 and held it in 6 quarters. The position peaked at $3.44K in Q3 2018. 2,023 funds tracked by Wall St. Rank hold MDT as of Q3 2021.

  • Arcadia Investment Advisors reported no remaining Medtronic position as of Q3 2021 after selling out during the quarter.
  • Arcadia Investment Advisors sold 20 Medtronic shares in Q3 2021, an estimated $2.48K.
  • Arcadia Investment Advisors first reported a position in Medtronic in Q4 2017 and held it in 6 quarters.
  • Arcadia Investment Advisors's Medtronic position peaked at $3.44K in Q3 2018.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q3 2021.

Based on Arcadia Investment Advisors's 13F filing for Q3 2021, filed 19 Dec 2024.