Castle Financial & Retirement Planning Associates’s Medtronic MDT Stock Holding History

Castle Financial & Retirement Planning Associates’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	$3K	Buy	+31	New	+$3.59K	0.01%	153

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's MDT Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Medtronic (MDT) in Q4 2021: 31 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #153 among its holdings.

2,060 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

Castle Financial & Retirement Planning Associates held 31 shares of Medtronic worth $3K as of Q4 2021.
Medtronic was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Medtronic made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #153 holding.
2,060 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.