Divergent Wealth Advisors’s Medtronic MDT Stock Holding History

Divergent 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
2020 Q4	–	Sell	-24,631	Closed	-$2.56M	–	29
2020 Q3	$2.56M	Hold	24,631	–	–	0.69%	15
2020 Q2	$2.26M	Hold	24,631	–	–	0.66%	18
2020 Q1	$2.22M	Hold	24,631	–	–	0.79%	17
2019 Q4	$2.79M	Hold	24,631	–	–	0.82%	17
2019 Q3	$2.67M	Hold	24,631	–	–	0.83%	18
2019 Q2	$2.4M	Hold	24,631	–	–	0.76%	19
2019 Q1	$2.24M	Hold	24,631	–	–	0.75%	19
2018 Q4	$2.24M	Hold	24,631	–	–	0.83%	20
2018 Q3	$2.39M	Hold	24,631	–	–	0.83%	17
2018 Q2	$2.11M	Sell	24,631 -31	-0.1%	-$2.59K	0.76%	17
2018 Q1	$1.98M	Buy	+24,662	New	+$2.03M	0.74%	17

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Divergent Wealth Advisors's MDT Position: Q4 2020 in Review

Divergent Wealth Advisors sold out of Medtronic (MDT) in Q4 2020, closing a stake of 24,631 shares — an estimated $2.56M sold.

Divergent Wealth Advisors first reported a position in MDT in Q1 2018 and held it in 11 quarters. The position peaked at $2.79M in Q4 2019. 1,958 funds tracked by Wall St. Rank hold MDT as of Q4 2020.

Divergent Wealth Advisors reported no remaining Medtronic position as of Q4 2020 after selling out during the quarter.
Divergent Wealth Advisors sold 24,631 Medtronic shares in Q4 2020, an estimated $2.56M.
Divergent Wealth Advisors first reported a position in Medtronic in Q1 2018 and held it in 11 quarters.
Divergent Wealth Advisors's Medtronic position peaked at $2.79M in Q4 2019.
1,958 funds tracked by Wall St. Rank held Medtronic as of Q4 2020.

Based on Divergent Wealth Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.