Catalyst Private Wealth’s Medtronic MDT Stock Holding History

Catalyst Private Wealth’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 Q4	–	Sell	-300	Closed	-$31K	–	187
2020 Q3	$31K	Buy	+300	New	+$30.1K	0.03%	141

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Catalyst Private Wealth's MDT Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Medtronic (MDT) in Q4 2020, closing a stake of 300 shares — an estimated $31K sold.

Catalyst Private Wealth first reported a position in MDT in Q3 2020 and held it in 1 quarter. The position peaked at $31K in Q3 2020. 1,957 funds tracked by Wall St. Rank hold MDT as of Q4 2020.

Catalyst Private Wealth reported no remaining Medtronic position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 300 Medtronic shares in Q4 2020, an estimated $31K.
Catalyst Private Wealth first reported a position in Medtronic in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's Medtronic position peaked at $31K in Q3 2020.
1,957 funds tracked by Wall St. Rank held Medtronic as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.