Fulcrum Equity Management’s Medtronic MDT Stock Holding History

Fulcrum Equity Management’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	-1,606	Closed	-$201K	–	197
2021 Q3	$201K	Buy	+1,606	New	+$208K	0.08%	176
2019 Q2	–	Sell	-2,700	Closed	-$246K	–	108
2019 Q1	$246K	Hold	2,700	–	–	0.08%	90
2018 Q4	$246K	Buy	+2,700	New	+$252K	0.09%	66

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

Fulcrum Equity Management's MDT Position: Q4 2021 in Review

Fulcrum Equity Management sold out of Medtronic (MDT) in Q4 2021, closing a stake of 1,606 shares — an estimated $201K sold.

Fulcrum Equity Management first reported a position in MDT in Q4 2018 and held it in 3 quarters. The position peaked at $246K in Q1 2019. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

Fulcrum Equity Management reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
Fulcrum Equity Management sold 1,606 Medtronic shares in Q4 2021, an estimated $201K.
Fulcrum Equity Management first reported a position in Medtronic in Q4 2018 and held it in 3 quarters.
Fulcrum Equity Management's Medtronic position peaked at $246K in Q1 2019.
2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Fulcrum Equity Management's 13F filing for Q4 2021, filed 25 Jan 2022.