Clarus Wealth Advisors’s Medtronic MDT Stock Holding History

Clarus 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
2019 Q4	–	Sell	-2,988	Closed	-$325K	–	157
2019 Q3	$325K	Buy	+2,988	New	+$312K	0.24%	91

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Clarus Wealth Advisors's MDT Position: Q4 2019 in Review

Clarus Wealth Advisors sold out of Medtronic (MDT) in Q4 2019, closing a stake of 2,988 shares — an estimated $325K sold.

Clarus Wealth Advisors first reported a position in MDT in Q3 2019 and held it in 1 quarter. The position peaked at $325K in Q3 2019. 1,821 funds tracked by Wall St. Rank hold MDT as of Q4 2019.

Clarus Wealth Advisors reported no remaining Medtronic position as of Q4 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 2,988 Medtronic shares in Q4 2019, an estimated $325K.
Clarus Wealth Advisors first reported a position in Medtronic in Q3 2019 and held it in 1 quarter.
Clarus Wealth Advisors's Medtronic position peaked at $325K in Q3 2019.
1,821 funds tracked by Wall St. Rank held Medtronic as of Q4 2019.

Based on Clarus Wealth Advisors's 13F filing for Q4 2019, filed 10 Jan 2020.