CSat Investment Advisory’s Medtronic MDT Stock Holding History

CSat Investment Advisory’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 Q1	$5K	Buy	42 +11	+35%	+$1.29K	﹤0.01%	495
2020 Q4	$4K	Sell	31 -6,985	-100%	-$769K	﹤0.01%	494
2020 Q3	$729K	Buy	7,016 +733	+12%	+$73.6K	0.06%	140
2020 Q2	$576K	Buy	6,283 +926	+17%	+$88.8K	0.07%	156
2020 Q1	$484K	Buy	5,357 +2,108	+65%	+$224K	0.1%	144
2019 Q4	$368K	Buy	3,249 +995	+44%	+$109K	0.1%	185
2019 Q3	$245K	Buy	2,254 +287	+15%	+$29.9K	0.08%	182
2019 Q2	$191K	Buy	1,967 +1,944	+8,452%	+$177K	0.07%	195
2019 Q1	$2K	Buy	23 +2	+10%	+$179	﹤0.01%	541
2018 Q4	$2K	Buy	21 +4	+24%	+$374	﹤0.01%	531
2018 Q3	$2K	Hold	17	–	–	﹤0.01%	529
2018 Q2	$1K	Buy	+17	New	+$1.42K	﹤0.01%	547

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's MDT Position: Q1 2021 in Review

CSat Investment Advisory increased its Medtronic (MDT) stake by 35% in Q1 2021, buying an estimated $1.29K and bringing the position to 42 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

CSat Investment Advisory first reported a position in MDT in Q2 2018 and has held it in 12 quarters since. The position peaked at $729K in Q3 2020. 1,977 funds tracked by Wall St. Rank hold MDT as of Q1 2021.

CSat Investment Advisory held 42 shares of Medtronic worth $5K as of Q1 2021.
CSat Investment Advisory bought 11 Medtronic shares in Q1 2021, an estimated $1.29K.
Medtronic made up ﹤0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #495 holding.
CSat Investment Advisory first reported a position in Medtronic in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Medtronic position peaked at $729K in Q3 2020.
1,977 funds tracked by Wall St. Rank held Medtronic as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.