Berman Capital Advisors’s Medtronic MDT Stock Holding History

Berman Capital 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	$712K	Buy	5,686 +1,382	+32%	+$179K	0.11%	99
2021 Q2	$533K	Buy	4,304 +801	+23%	+$101K	0.08%	111
2021 Q1	$413K	Buy	3,503 +597	+21%	+$70K	0.09%	112
2020 Q4	$339K	Sell	2,906 -474	-14%	-$52.2K	0.08%	113
2020 Q3	$350K	Buy	3,380 +22	+0.7%	+$2.21K	0.1%	89
2020 Q2	$307K	Buy	3,358 +47	+1%	+$4.51K	0.08%	94
2020 Q1	$297K	Buy	3,311 +414	+14%	+$44K	0.1%	86
2019 Q4	$328K	Buy	2,897 +457	+19%	+$50.1K	0.09%	99
2019 Q3	$265K	Buy	2,440 +35	+1%	+$3.65K	0.08%	110
2019 Q2	$234K	Buy	2,405 +6	+0.3%	+$548	0.07%	117
2019 Q1	$218K	Buy	2,399 +396	+20%	+$35.4K	0.07%	117
2018 Q4	$181K	Buy	+2,003	New	+$187K	0.07%	110

Other funds holding MDT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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 $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Berman Capital Advisors's MDT Position: Q3 2021 in Review

Berman Capital Advisors increased its Medtronic (MDT) stake by 32% in Q3 2021, buying an estimated $179K and bringing the position to 5,686 shares worth $712K. The position accounts for 0.11% of the portfolio, ranked #99.

Berman Capital Advisors first reported a position in MDT in Q4 2018 and has held it in 12 quarters since. 2,024 funds tracked by Wall St. Rank hold MDT as of Q3 2021.

Berman Capital Advisors held 5,686 shares of Medtronic worth $712K as of Q3 2021.
Berman Capital Advisors bought 1,382 Medtronic shares in Q3 2021, an estimated $179K.
Medtronic made up 0.11% of Berman Capital Advisors's portfolio in Q3 2021, its #99 holding.
Berman Capital Advisors first reported a position in Medtronic in Q4 2018 and has held it in 12 quarters since.
2,024 funds tracked by Wall St. Rank held Medtronic as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.