Chesapeake Wealth Management’s Medtronic MDT Stock Holding History

Chesapeake 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
2021 Q4	–	Sell	-1,706	Closed	-$214K	–	202
2021 Q3	$214K	Sell	1,706 -687	-29%	-$88.9K	0.08%	196
2021 Q2	$297K	Sell	2,393 -230	-9%	-$28.9K	0.1%	180
2021 Q1	$310K	Sell	2,623 -607	-19%	-$71.1K	0.1%	179
2020 Q4	$378K	Sell	3,230 -1,105	-25%	-$122K	0.13%	158
2020 Q3	$450K	Sell	4,335 -4,964	-53%	-$499K	0.17%	124
2020 Q2	$853K	Sell	9,299 -3,187	-26%	-$306K	0.34%	86
2020 Q1	$1.13M	Buy	12,486 +474	+4%	+$50.4K	0.52%	55
2019 Q4	$1.36M	Buy	12,012 +1,686	+16%	+$185K	0.53%	54
2019 Q3	$1.12M	Buy	10,326 +3,078	+42%	+$321K	0.46%	69
2019 Q2	$706K	Buy	+7,248	New	+$662K	0.3%	98

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

Chesapeake Wealth Management's MDT Position: Q4 2021 in Review

Chesapeake Wealth Management sold out of Medtronic (MDT) in Q4 2021, closing a stake of 1,706 shares — an estimated $214K sold.

Chesapeake Wealth Management first reported a position in MDT in Q2 2019 and held it in 10 quarters. The position peaked at $1.36M in Q4 2019. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

Chesapeake Wealth Management reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
Chesapeake Wealth Management sold 1,706 Medtronic shares in Q4 2021, an estimated $214K.
Chesapeake Wealth Management first reported a position in Medtronic in Q2 2019 and held it in 10 quarters.
Chesapeake Wealth Management's Medtronic position peaked at $1.36M in Q4 2019.
2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Chesapeake Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.