Burt Wealth Advisors’s Medtronic MDT Stock Holding History

Burt Wealth 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 Q1	–	Sell	-126	Closed	-$15K	–	249
2020 Q4	$15K	Sell	126 -9	-7%	-$991	0.01%	264
2020 Q3	$14K	Buy	135 +9	+7%	+$904	0.01%	262
2020 Q2	$12K	Hold	126	–	–	﹤0.01%	258
2020 Q1	$11K	Buy	+126	New	+$13.4K	﹤0.01%	264
2018 Q1	–	Sell	-112	Closed	-$9K	–	389
2017 Q4	$9K	Hold	112	–	–	0.01%	282
2017 Q3	$9K	Hold	112	–	–	0.01%	270
2017 Q2	$9K	Hold	112	–	–	0.01%	297
2017 Q1	$9K	Hold	112	–	–	0.01%	265
2016 Q4	$8K	Hold	112	–	–	0.01%	295
2016 Q3	$9K	Hold	112	–	–	0.01%	273
2016 Q2	$9K	Hold	112	–	–	0.01%	274
2016 Q1	$8K	Hold	112	–	–	0.01%	346
2015 Q4	$8K	Hold	112	–	–	0.01%	308
2015 Q3	$7K	Hold	112	–	–	0.01%	285
2015 Q2	$8K	Hold	112	–	–	0.01%	287
2015 Q1	$9K	Buy	+112	New	+$8.49K	0.01%	250

Other funds holding MDT

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 $298B AUM 21.96% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Burt Wealth Advisors's MDT Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Medtronic (MDT) in Q1 2021, closing a stake of 126 shares — an estimated $15K sold.

Burt Wealth Advisors first reported a position in MDT in Q1 2015 and held it in 16 quarters. The position peaked at $15K in Q4 2020. 1,976 funds tracked by Wall St. Rank hold MDT as of Q1 2021.

Burt Wealth Advisors reported no remaining Medtronic position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 126 Medtronic shares in Q1 2021, an estimated $15K.
Burt Wealth Advisors first reported a position in Medtronic in Q1 2015 and held it in 16 quarters.
Burt Wealth Advisors's Medtronic position peaked at $15K in Q4 2020.
1,976 funds tracked by Wall St. Rank held Medtronic as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.