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CLA (CliftonLarsonAllen) Wealth Advisors’s Medtronic MDT Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
-5,930
Closed -$743K – 243
2021
Q3 		$743K Sell
5,930
-34
-0.6% -$4.4K 0.03% 173
2021
Q2 		$740K Buy
+5,964
New +$749K 0.03% 179
2019
Q4 		– Sell
-14,089
Closed -$1.53M – 153
2019
Q3 		$1.53M Buy
14,089
+3,921
+39% +$409K 0.13% 79
2019
Q2 		$990K Sell
10,168
-1,954
-16% -$178K 0.1% 80
2019
Q1 		$1.1M Buy
12,122
+874
+8% +$78.2K 0.12% 74
2018
Q4 		$1.02M Buy
+11,248
New +$1.05M 0.1% 100
2017
Q4 		– Sell
-15,417
Closed -$1.2M – 136
2017
Q3 		$1.2M Buy
15,417
+437
+3% +$36.3K 0.13% 86
2017
Q2 		$1.33M Sell
14,980
-1,533
-9% -$129K 0.15% 81
2017
Q1 		$1.33M Buy
16,513
+3,826
+30% +$299K 0.15% 84
2016
Q4 		$904K Buy
12,687
+1,794
+16% +$141K 0.1% 96
2016
Q3 		$941K Buy
10,893
+634
+6% +$55.2K 0.11% 90
2016
Q2 		$890K Sell
10,259
-3,085
-23% -$249K 0.13% 78
2016
Q1 		$1M Buy
13,344
+1,021
+8% +$76.9K 0.16% 69
2015
Q4 		$948K Sell
12,323
-1,216
-9% -$91.5K 0.16% 72
2015
Q3 		$906K Buy
13,539
+1,686
+14% +$124K 0.17% 76
2015
Q2 		$878K Hold
11,853
– – 0.18% 72
2015
Q1 		$924K Sell
11,853
-9,708
-45% -$736K 0.21% 62
2014
Q4 		$1.56M Buy
21,561
+4,935
+30% +$343K 0.34% 41
2014
Q3 		$1.03M Sell
16,626
-645
-4% -$41K 0.22% 52
2014
Q2 		$1.1M Buy
17,271
+512
+3% +$31.1K 0.22% 55
2014
Q1 		$1.03M Hold
16,759
– – 0.23% 58
2013
Q4 		$962K Sell
16,759
-481
-3% -$27.3K 0.24% 58
2013
Q3 		$918K Buy
+17,240
New +$928K 0.25% 58

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's MDT Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Medtronic (MDT) in Q4 2021, closing a stake of 5,930 shares — an estimated $743K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in MDT in Q3 2013 and held it in 23 quarters. The position peaked at $1.56M in Q4 2014. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 5,930 Medtronic shares in Q4 2021, an estimated $743K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Medtronic in Q3 2013 and held it in 23 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Medtronic position peaked at $1.56M in Q4 2014.
  • 2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.