Evolution Wealth Advisors’s Medtronic MDT Stock Holding History

Evolution 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
2021 Q4	–	Sell	-623	Closed	-$78K	–	437
2021 Q3	$78K	Sell	623 -77	-11%	-$9.97K	0.02%	166
2021 Q2	$87K	Sell	700 -283	-29%	-$35.5K	0.02%	169
2021 Q1	$116K	Buy	983 +236	+32%	+$27.7K	0.03%	143
2020 Q4	$88K	Sell	747 -77	-9%	-$8.48K	0.02%	139
2020 Q3	$86K	Buy	824 +552	+203%	+$55.4K	0.02%	154
2020 Q2	$25K	Buy	272 +218	+404%	+$20.9K	0.01%	191
2020 Q1	$5K	Sell	54 -1,050	-95%	-$112K	﹤0.01%	255
2019 Q4	$125K	Buy	+1,104	New	+$121K	0.03%	95
2019 Q3	–	Sell	-196	Closed	-$19K	–	551
2019 Q2	$19K	Buy	+196	New	+$17.9K	0.01%	132

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Evolution Wealth Advisors's MDT Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Medtronic (MDT) in Q4 2021, closing a stake of 623 shares — an estimated $78K sold.

Evolution Wealth Advisors first reported a position in MDT in Q2 2019 and held it in 9 quarters. The position peaked at $125K in Q4 2019. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

Evolution Wealth Advisors reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 623 Medtronic shares in Q4 2021, an estimated $78K.
Evolution Wealth Advisors first reported a position in Medtronic in Q2 2019 and held it in 9 quarters.
Evolution Wealth Advisors's Medtronic position peaked at $125K in Q4 2019.
2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.