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Diversified Portfolios Inc’s Medtronic MDT Stock Holding History

Diversified Portfolios Inc’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
-1,734
Closed -$217K – 140
2021
Q3 		$217K Hold
1,734
– – 0.06% 112
2021
Q2 		$215K Hold
1,734
– – 0.08% 102
2021
Q1 		$205K Hold
1,734
– – 0.07% 96
2020
Q4 		$203K Buy
+1,734
New +$191K 0.07% 93

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

Diversified Portfolios Inc's MDT Position: Q4 2021 in Review

Diversified Portfolios Inc sold out of Medtronic (MDT) in Q4 2021, closing a stake of 1,734 shares — an estimated $217K sold.

Diversified Portfolios Inc first reported a position in MDT in Q4 2020 and held it in 4 quarters. The position peaked at $217K in Q3 2021. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

  • Diversified Portfolios Inc reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
  • Diversified Portfolios Inc sold 1,734 Medtronic shares in Q4 2021, an estimated $217K.
  • Diversified Portfolios Inc first reported a position in Medtronic in Q4 2020 and held it in 4 quarters.
  • Diversified Portfolios Inc's Medtronic position peaked at $217K in Q3 2021.
  • 2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Diversified Portfolios Inc's 13F filing for Q4 2021, filed 31 Jan 2022.