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Bernardo Wealth Planning’s Medtronic MDT Stock Holding History

Bernardo Wealth Planning’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
Q1 		– Sell
-4,524
Closed -$529K – 117
2020
Q4 		$529K Sell
4,524
-63
-1% -$6.93K 0.2% 92
2020
Q3 		$476K Buy
4,587
+50
+1% +$5.02K 0.21% 87
2020
Q2 		$416K Buy
4,537
+448
+11% +$43K 0.22% 85
2020
Q1 		$368K Buy
4,089
+8
+0.2% +$851 0.26% 96
2019
Q4 		$462K Sell
4,081
-16
-0.4% -$1.76K 0.28% 85
2019
Q3 		$445K Sell
4,097
-34
-0.8% -$3.55K 0.32% 78
2019
Q2 		$402K Sell
4,131
-48
-1% -$4.38K 0.31% 86
2019
Q1 		$381K Sell
4,179
-25
-0.6% -$2.24K 0.3% 89
2018
Q4 		$382K Buy
+4,204
New +$393K 0.34% 77

Other funds holding MDT

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bernardo Wealth Planning's MDT Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Medtronic (MDT) in Q1 2021, closing a stake of 4,524 shares — an estimated $529K sold.

Bernardo Wealth Planning first reported a position in MDT in Q4 2018 and held it in 9 quarters. The position peaked at $529K in Q4 2020. 1,976 funds tracked by Wall St. Rank hold MDT as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining Medtronic position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 4,524 Medtronic shares in Q1 2021, an estimated $529K.
  • Bernardo Wealth Planning first reported a position in Medtronic in Q4 2018 and held it in 9 quarters.
  • Bernardo Wealth Planning's Medtronic position peaked at $529K in Q4 2020.
  • 1,976 funds tracked by Wall St. Rank held Medtronic as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.