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Campbell Wealth Management’s Medtronic MDT Stock Holding History

Campbell 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
2020
Q3 		– Sell
-89
Closed -$8K – 235
2020
Q2 		$8K Buy
+89
New +$8.53K ﹤0.01% 286

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Campbell Wealth Management's MDT Position: Q3 2020 in Review

Campbell Wealth Management sold out of Medtronic (MDT) in Q3 2020, closing a stake of 89 shares — an estimated $8K sold.

Campbell Wealth Management first reported a position in MDT in Q2 2020 and held it in 1 quarter. The position peaked at $8K in Q2 2020. 1,810 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

  • Campbell Wealth Management reported no remaining Medtronic position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 89 Medtronic shares in Q3 2020, an estimated $8K.
  • Campbell Wealth Management first reported a position in Medtronic in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Medtronic position peaked at $8K in Q2 2020.
  • 1,810 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.