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Cabot Wealth Management’s Medtronic MDT Stock Holding History

Cabot Wealth Management’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
-2,215
Closed -$278K – 171
2021
Q3 		$278K Hold
2,215
– – 0.04% 141
2021
Q2 		$275K Hold
2,215
– – 0.04% 141
2021
Q1 		$262K Buy
+2,215
New +$260K 0.04% 139

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
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

Cabot Wealth Management's MDT Position: Q4 2021 in Review

Cabot Wealth Management sold out of Medtronic (MDT) in Q4 2021, closing a stake of 2,215 shares — an estimated $278K sold.

Cabot Wealth Management first reported a position in MDT in Q1 2021 and held it in 3 quarters. The position peaked at $278K in Q3 2021. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

  • Cabot Wealth Management reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
  • Cabot Wealth Management sold 2,215 Medtronic shares in Q4 2021, an estimated $278K.
  • Cabot Wealth Management first reported a position in Medtronic in Q1 2021 and held it in 3 quarters.
  • Cabot Wealth Management's Medtronic position peaked at $278K in Q3 2021.
  • 2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Cabot Wealth Management's 13F filing for Q4 2021, filed 26 Jan 2022.