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CWM
Cedar Wealth Management’s
Medtronic
MDT
Stock Holding History
Cedar 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
2024
Q3
–
Sell
-7
Closed
-$551
–
287
2024
Q2
$551
Hold
7
–
–
﹤0.01%
301
2024
Q1
$610
Hold
7
–
–
﹤0.01%
341
2023
Q4
$577
Hold
7
–
–
﹤0.01%
278
2023
Q3
$549
Sell
7
-11
-61%
-$921
﹤0.01%
288
2023
Q2
$1.59K
Hold
18
–
–
﹤0.01%
281
2023
Q1
$1.45K
Sell
18
-2
-10%
-$163
﹤0.01%
281
2022
Q4
$1.55K
Hold
20
–
–
﹤0.01%
276
2022
Q3
$2K
Sell
20
-8
-29%
-$719
﹤0.01%
304
2022
Q2
$3K
Hold
28
–
–
﹤0.01%
307
2022
Q1
$3K
Hold
28
–
–
﹤0.01%
339
2021
Q4
$3K
Buy
+28
New
+$3.24K
﹤0.01%
335
2017
Q4
–
Sell
-18
Closed
-$1K
–
142
2017
Q3
$1K
Hold
18
–
–
﹤0.01%
130
2017
Q2
$2K
Hold
18
–
–
﹤0.01%
127
2017
Q1
$1K
Hold
18
–
–
﹤0.01%
132
2016
Q4
$1K
Hold
18
–
–
﹤0.01%
125
2016
Q3
$2K
Hold
18
–
–
﹤0.01%
114
2016
Q2
$2K
Buy
+18
New
+$1.46K
﹤0.01%
119
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
Capital Research Global Investors
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$645B AUM
30.41%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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