Cascadia Advisory Services’s Medtronic MDT Stock Holding History

Cascadia Advisory Services’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 Q3	$715K	Sell	5,706 -34	-0.6%	-$4.4K	0.15%	149
2021 Q2	$713K	Sell	5,740 -311	-5%	-$39K	0.15%	142
2021 Q1	$715K	Buy	+6,051	New	+$709K	0.16%	139
2020 Q3	$862K	Sell	8,291 -13,945	-63%	-$1.4M	0.24%	119
2020 Q2	$2.04M	Buy	+22,236	New	+$2.13M	0.62%	51
2019 Q4	$2.26M	Buy	+19,926	New	+$2.19M	0.64%	38

Other funds holding MDT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cascadia Advisory Services's MDT Position: Q3 2021 in Review

Cascadia Advisory Services reduced its Medtronic (MDT) stake by 0.59% in Q3 2021, selling an estimated $4.4K and leaving 5,706 shares worth $715K. The position accounts for 0.15% of the portfolio, ranked #149.

Cascadia Advisory Services first reported a position in MDT in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.26M in Q4 2019. 2,024 funds tracked by Wall St. Rank hold MDT as of Q3 2021.

Cascadia Advisory Services held 5,706 shares of Medtronic worth $715K as of Q3 2021.
Cascadia Advisory Services sold 34 Medtronic shares in Q3 2021, an estimated $4.4K.
Medtronic made up 0.15% of Cascadia Advisory Services's portfolio in Q3 2021, its #149 holding.
Cascadia Advisory Services first reported a position in Medtronic in Q4 2019 and has held it in 6 quarters since.
Cascadia Advisory Services's Medtronic position peaked at $2.26M in Q4 2019.
2,024 funds tracked by Wall St. Rank held Medtronic as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.