Defined Wealth Management’s Medtronic MDT Stock Holding History

Defined 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 Q1	–	Sell	-710	Closed	-$83K	–	157
2020 Q4	$83K	Buy	+710	New	+$78.2K	0.08%	119

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

Defined Wealth Management's MDT Position: Q1 2021 in Review

Defined Wealth Management sold out of Medtronic (MDT) in Q1 2021, closing a stake of 710 shares — an estimated $83K sold.

Defined Wealth Management first reported a position in MDT in Q4 2020 and held it in 1 quarter. The position peaked at $83K in Q4 2020. 1,976 funds tracked by Wall St. Rank hold MDT as of Q1 2021.

Defined Wealth Management reported no remaining Medtronic position as of Q1 2021 after selling out during the quarter.
Defined Wealth Management sold 710 Medtronic shares in Q1 2021, an estimated $83K.
Defined Wealth Management first reported a position in Medtronic in Q4 2020 and held it in 1 quarter.
Defined Wealth Management's Medtronic position peaked at $83K in Q4 2020.
1,976 funds tracked by Wall St. Rank held Medtronic as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.