Fortem Financial Group’s Medtronic MDT Stock Holding History

Fortem 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
2021 Q1	–	Sell	-423	Closed	-$50K	–	330
2020 Q4	$50K	Buy	+423	New	+$46.6K	0.03%	241

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortem Financial Group's MDT Position: Q1 2021 in Review

Fortem Financial Group sold out of Medtronic (MDT) in Q1 2021, closing a stake of 423 shares — an estimated $50K sold.

Fortem Financial Group first reported a position in MDT in Q4 2020 and held it in 1 quarter. The position peaked at $50K in Q4 2020. 1,976 funds tracked by Wall St. Rank hold MDT as of Q1 2021.

Fortem Financial Group reported no remaining Medtronic position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 423 Medtronic shares in Q1 2021, an estimated $50K.
Fortem Financial Group first reported a position in Medtronic in Q4 2020 and held it in 1 quarter.
Fortem Financial Group's Medtronic position peaked at $50K in Q4 2020.
1,976 funds tracked by Wall St. Rank held Medtronic as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.