FormulaFolio Investments’s Medtronic MDT Stock Holding History

FormulaFolio Investments’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 Q2	$40K	Hold	324	–	–	0.01%	155
2021 Q1	$41K	Sell	324 -7,213	-96%	-$845K	0.01%	152
2020 Q4	$883K	Buy	+7,537	New	+$830K	0.02%	339
2020 Q3	–	Sell	-2,844	Closed	-$261K	–	334
2020 Q2	$261K	Sell	2,844 -80	-3%	-$7.67K	0.01%	250
2020 Q1	$264K	Sell	2,924 -241	-8%	-$25.6K	0.01%	231
2019 Q4	$359K	Buy	3,165 +470	+17%	+$51.6K	0.01%	281
2019 Q3	$293K	Sell	2,695 -7	-0.3%	-$730	0.01%	289
2019 Q2	$263K	Buy	2,702 +116	+4%	+$10.6K	0.01%	282
2019 Q1	$236K	Sell	2,586 -49	-2%	-$4.39K	0.01%	296
2018 Q4	$259K	Hold	2,635	–	–	0.01%	284
2018 Q3	$259K	Sell	2,635 -442	-14%	-$40.9K	0.01%	284
2018 Q2	$263K	Buy	3,077 +264	+9%	+$22.1K	0.01%	267
2018 Q1	$226K	Buy	+2,813	New	+$232K	0.01%	249
2017 Q2	–	Sell	-2,929	Closed	-$236K	–	235
2017 Q1	$236K	Buy	+2,929	New	+$229K	0.03%	191
2016 Q3	–	Sell	-2,913	Closed	-$253K	–	155
2016 Q2	$253K	Sell	2,913 -96	-3%	-$7.76K	0.04%	105
2016 Q1	$226K	Buy	+3,009	New	+$227K	0.04%	115

Other funds holding MDT

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FormulaFolio Investments's MDT Position: Q2 2021 in Review

FormulaFolio Investments held its Medtronic (MDT) position steady in Q2 2021 at 324 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #155.

FormulaFolio Investments first reported a position in MDT in Q1 2016 and has held it in 16 quarters since. The position peaked at $883K in Q4 2020. 2,003 funds tracked by Wall St. Rank hold MDT as of Q2 2021.

FormulaFolio Investments held 324 shares of Medtronic worth $40K as of Q2 2021.
FormulaFolio Investments left its Medtronic share count unchanged in Q2 2021.
Medtronic made up 0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #155 holding.
FormulaFolio Investments first reported a position in Medtronic in Q1 2016 and has held it in 16 quarters since.
FormulaFolio Investments's Medtronic position peaked at $883K in Q4 2020.
2,003 funds tracked by Wall St. Rank held Medtronic as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.