BFA
MDT icon

Brendel Financial Advisors’s Medtronic MDT Stock Holding History

Brendel 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
Q4 		– Sell
-11,888
Closed -$1.49M – 112
2021
Q3 		$1.49M Buy
+11,888
New +$1.54M 1.78% 24
2020
Q2 		– Sell
-5,129
Closed -$463K – 87
2020
Q1 		$463K Sell
5,129
-3
-0.1% -$319 0.55% 47
2019
Q4 		$582K Buy
5,132
+1,749
+52% +$192K 0.49% 52
2019
Q3 		$367K Buy
+3,383
New +$353K 0.33% 65

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 $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Brendel Financial Advisors's MDT Position: Q4 2021 in Review

Brendel Financial Advisors sold out of Medtronic (MDT) in Q4 2021, closing a stake of 11,888 shares — an estimated $1.49M sold.

Brendel Financial Advisors first reported a position in MDT in Q3 2019 and held it in 4 quarters. The position peaked at $1.49M in Q3 2021. 2,060 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

  • Brendel Financial Advisors reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 11,888 Medtronic shares in Q4 2021, an estimated $1.49M.
  • Brendel Financial Advisors first reported a position in Medtronic in Q3 2019 and held it in 4 quarters.
  • Brendel Financial Advisors's Medtronic position peaked at $1.49M in Q3 2021.
  • 2,060 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Brendel Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.