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Cypress Point Wealth Management’s Medtronic MDT Stock Holding History

Cypress Point 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
-625
Closed -$78K – 108
2021
Q3 		$78K Hold
625
– – 0.06% 51
2021
Q2 		$78K Buy
+625
New +$78.5K 0.06% 51
2021
Q1 		– Sell
-5,245
Closed -$614K – 161
2020
Q4 		$614K Buy
+5,245
New +$577K 0.93% 33

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

Cypress Point Wealth Management's MDT Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Medtronic (MDT) in Q4 2021, closing a stake of 625 shares — an estimated $78K sold.

Cypress Point Wealth Management first reported a position in MDT in Q4 2020 and held it in 3 quarters. The position peaked at $614K in Q4 2020. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 625 Medtronic shares in Q4 2021, an estimated $78K.
  • Cypress Point Wealth Management first reported a position in Medtronic in Q4 2020 and held it in 3 quarters.
  • Cypress Point Wealth Management's Medtronic position peaked at $614K in Q4 2020.
  • 2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.