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Engrave Wealth Partners’s Medtronic MDT Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-524
Closed -$48K – 278
2020
Q2 		$48K Buy
524
+21
+4% +$2.01K 0.04% 114
2020
Q1 		$45K Sell
503
-129
-20% -$13.7K 0.05% 103
2019
Q4 		$71K Buy
+632
New +$69.4K 0.07% 106

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Engrave Wealth Partners's MDT Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Medtronic (MDT) in Q3 2020, closing a stake of 524 shares — an estimated $48K sold.

Engrave Wealth Partners first reported a position in MDT in Q4 2019 and held it in 3 quarters. The position peaked at $71K in Q4 2019. 1,810 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Medtronic position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 524 Medtronic shares in Q3 2020, an estimated $48K.
  • Engrave Wealth Partners first reported a position in Medtronic in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Medtronic position peaked at $71K in Q4 2019.
  • 1,810 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.