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Braun-Bostich & Associates’s Medtronic MDT Stock Holding History

Braun-Bostich & Associates’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
2020
Q4 		– Sell
-2,470
Closed -$257K – 148
2020
Q3 		$257K Sell
2,470
-2,733
-53% -$274K 0.26% 64
2020
Q2 		$477K Hold
5,203
– – 0.47% 35
2020
Q1 		$438K Sell
5,203
-375
-7% -$39.9K 0.56% 34
2019
Q4 		$639K Buy
5,578
+900
+19% +$98.8K 0.63% 29
2019
Q3 		$508K Buy
4,678
+61
+1% +$6.36K 0.59% 34
2019
Q2 		$450K Buy
4,617
+235
+5% +$21.5K 0.47% 35
2019
Q1 		$399K Sell
4,382
-2,588
-37% -$232K 0.42% 62
2018
Q4 		$634K Buy
6,970
+185
+3% +$17.3K 0.67% 43
2018
Q3 		$667K Buy
6,785
+381
+6% +$35.2K 0.64% 53
2018
Q2 		$548K Buy
6,404
+172
+3% +$14.4K 0.55% 65
2018
Q1 		$500K Buy
6,232
+1,415
+29% +$117K 0.43% 72
2017
Q4 		$389K Buy
+4,817
New +$386K 0.33% 83

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Braun-Bostich & Associates's MDT Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Medtronic (MDT) in Q4 2020, closing a stake of 2,470 shares — an estimated $257K sold.

Braun-Bostich & Associates first reported a position in MDT in Q4 2017 and held it in 12 quarters. The position peaked at $667K in Q3 2018. 1,957 funds tracked by Wall St. Rank hold MDT as of Q4 2020.

  • Braun-Bostich & Associates reported no remaining Medtronic position as of Q4 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 2,470 Medtronic shares in Q4 2020, an estimated $257K.
  • Braun-Bostich & Associates first reported a position in Medtronic in Q4 2017 and held it in 12 quarters.
  • Braun-Bostich & Associates's Medtronic position peaked at $667K in Q3 2018.
  • 1,957 funds tracked by Wall St. Rank held Medtronic as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.