DWM Financial Group’s Medtronic MDT Stock Holding History

DWM Financial Group’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 Q2	–	Sell	-6,744	Closed	-$608K	–	29
2020 Q1	$608K	Buy	+6,744	New	+$717K	1.34%	13

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

DWM Financial Group's MDT Position: Q2 2020 in Review

DWM Financial Group sold out of Medtronic (MDT) in Q2 2020, closing a stake of 6,744 shares — an estimated $608K sold.

DWM Financial Group first reported a position in MDT in Q1 2020 and held it in 1 quarter. The position peaked at $608K in Q1 2020. 1,759 funds tracked by Wall St. Rank hold MDT as of Q2 2020.

DWM Financial Group reported no remaining Medtronic position as of Q2 2020 after selling out during the quarter.
DWM Financial Group sold 6,744 Medtronic shares in Q2 2020, an estimated $608K.
DWM Financial Group first reported a position in Medtronic in Q1 2020 and held it in 1 quarter.
DWM Financial Group's Medtronic position peaked at $608K in Q1 2020.
1,759 funds tracked by Wall St. Rank held Medtronic as of Q2 2020.

Based on DWM Financial Group's 13F filing for Q2 2020, filed 19 Aug 2020.