Concorde Financial’s Medtronic MDT Stock Holding History

Concorde Financial’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
2022 Q1	–	Sell	-36	Closed	-$4K	–	103
2021 Q4	$4K	Buy	+36	New	+$4.17K	﹤0.01%	118

Other funds holding MDT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Concorde Financial's MDT Position: Q1 2022 in Review

Concorde Financial sold out of Medtronic (MDT) in Q1 2022, closing a stake of 36 shares — an estimated $4K sold.

Concorde Financial first reported a position in MDT in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 2,101 funds tracked by Wall St. Rank hold MDT as of Q1 2022.

Concorde Financial reported no remaining Medtronic position as of Q1 2022 after selling out during the quarter.
Concorde Financial sold 36 Medtronic shares in Q1 2022, an estimated $4K.
Concorde Financial first reported a position in Medtronic in Q4 2021 and held it in 1 quarter.
Concorde Financial's Medtronic position peaked at $4K in Q4 2021.
2,101 funds tracked by Wall St. Rank held Medtronic as of Q1 2022.

Based on Concorde Financial's 13F filing for Q1 2022, filed 16 May 2022.