Baltimore-Washington Financial Advisors’s Medtronic MDT Stock Holding History

Baltimore-Washington Financial 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	-1,743	Closed	-$205K	–	126
2021 Q1	$205K	Buy	+1,743	New	+$204K	0.02%	122
2015 Q4	–	Sell	-345	Closed	-$23K	–	189
2015 Q3	$23K	Buy	345 +35	+11%	+$2.58K	0.01%	164
2015 Q2	$22K	Sell	310 -191	-38%	-$14.6K	0.01%	156
2015 Q1	$39K	Buy	501 +191	+62%	+$14.5K	0.01%	146
2014 Q4	$22K	Hold	310	–	–	0.01%	170
2014 Q3	$19K	Hold	310	–	–	0.01%	183
2014 Q2	$20K	Hold	310	–	–	0.01%	213
2014 Q1	$19K	Hold	310	–	–	0.01%	183
2013 Q4	$18K	Hold	310	–	–	0.01%	211
2013 Q3	$17K	Hold	310	–	–	0.01%	163
2013 Q2	$16K	Buy	+310	New	+$15.3K	0.01%	143

Other funds holding MDT

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baltimore-Washington Financial Advisors's MDT Position: Q2 2021 in Review

Baltimore-Washington Financial Advisors sold out of Medtronic (MDT) in Q2 2021, closing a stake of 1,743 shares — an estimated $205K sold.

Baltimore-Washington Financial Advisors first reported a position in MDT in Q2 2013 and held it in 11 quarters. The position peaked at $205K in Q1 2021. 2,003 funds tracked by Wall St. Rank hold MDT as of Q2 2021.

Baltimore-Washington Financial Advisors reported no remaining Medtronic position as of Q2 2021 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 1,743 Medtronic shares in Q2 2021, an estimated $205K.
Baltimore-Washington Financial Advisors first reported a position in Medtronic in Q2 2013 and held it in 11 quarters.
Baltimore-Washington Financial Advisors's Medtronic position peaked at $205K in Q1 2021.
2,003 funds tracked by Wall St. Rank held Medtronic as of Q2 2021.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.