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Bel Air Investment Advisors’s Medtronic MDT Stock Holding History

Bel Air 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
-130,963
Closed -$15.5M – 448
2021
Q1 		$15.5M Buy
+130,963
New +$15.3M 0.49% 43
2013
Q3 		$282K Buy
5,299
+6
+0.1% +$323 0.04% 97
2013
Q2 		$272K Buy
+5,293
New +$262K 0.04% 100

Other funds holding MDT

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Bel Air Investment Advisors's MDT Position: Q2 2021 in Review

Bel Air Investment Advisors sold out of Medtronic (MDT) in Q2 2021, closing a stake of 130,963 shares — an estimated $15.5M sold.

Bel Air Investment Advisors first reported a position in MDT in Q2 2013 and held it in 3 quarters. The position peaked at $15.5M in Q1 2021. 2,003 funds tracked by Wall St. Rank hold MDT as of Q2 2021.

  • Bel Air Investment Advisors reported no remaining Medtronic position as of Q2 2021 after selling out during the quarter.
  • Bel Air Investment Advisors sold 130,963 Medtronic shares in Q2 2021, an estimated $15.5M.
  • Bel Air Investment Advisors first reported a position in Medtronic in Q2 2013 and held it in 3 quarters.
  • Bel Air Investment Advisors's Medtronic position peaked at $15.5M in Q1 2021.
  • 2,003 funds tracked by Wall St. Rank held Medtronic as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.