Gould Asset Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,235
| Closed | -$1.27M | – | 148 |
|
|
2021
Q2 | $1.27M | Buy |
10,235
+190
| +2% | +$23.9K | 0.36% | 37 |
|
|
2021
Q1 | $1.19M | Sell |
10,045
-30
| -0.3% | -$3.52K | 0.36% | 40 |
|
|
2020
Q4 | $1.18M | Sell |
10,075
-80
| -0.8% | -$8.81K | 0.36% | 40 |
|
|
2020
Q3 | $1.05M | Hold |
10,155
| – | – | 0.36% | 38 |
|
|
2020
Q2 | $931K | Hold |
10,155
| – | – | 0.33% | 41 |
|
|
2020
Q1 | $916K | Sell |
10,155
-40
| -0.4% | -$4.25K | 0.35% | 38 |
|
|
2019
Q4 | $1.16M | Sell |
10,195
-100
| -1% | -$11K | 0.38% | 36 |
|
|
2019
Q3 | $1.12M | Sell |
10,295
-225
| -2% | -$23.5K | 0.4% | 38 |
|
|
2019
Q2 | $1.02M | Hold |
10,520
| – | – | 0.37% | 39 |
|
|
2019
Q1 | $958K | Hold |
10,520
| – | – | 0.36% | 41 |
|
|
2018
Q4 | $957K | Hold |
10,520
| – | – | 0.4% | 38 |
|
|
2018
Q3 | $1.03M | Buy |
10,520
+100
| +1% | +$9.24K | 0.41% | 36 |
|
|
2018
Q2 | $892K | Hold |
10,420
| – | – | 0.39% | 38 |
|
|
2018
Q1 | $836K | Buy |
10,420
+60
| +0.6% | +$4.95K | 0.37% | 45 |
|
|
2017
Q4 | $837K | Hold |
10,360
| – | – | 0.36% | 45 |
|
|
2017
Q3 | $806K | Hold |
10,360
| – | – | 0.36% | 43 |
|
|
2017
Q2 | $919K | Hold |
10,360
| – | – | 0.44% | 36 |
|
|
2017
Q1 | $835K | Sell |
10,360
-89
| -0.9% | -$6.95K | 0.42% | 38 |
|
|
2016
Q4 | $744K | Buy |
10,449
+204
| +2% | +$16K | 0.38% | 38 |
|
|
2016
Q3 | $885K | Hold |
10,245
| – | – | 0.48% | 31 |
|
|
2016
Q2 | $889K | Sell |
10,245
-2,500
| -20% | -$202K | 0.48% | 29 |
|
|
2016
Q1 | $956K | Buy |
12,745
+700
| +6% | +$52.7K | 0.52% | 25 |
|
|
2015
Q4 | $927K | Sell |
12,045
-725
| -6% | -$54.6K | 0.5% | 28 |
|
|
2015
Q3 | $855K | Buy |
12,770
+15
| +0.1% | +$1.1K | 0.48% | 31 |
|
|
2015
Q2 | $945K | Hold |
12,755
| – | – | 0.48% | 30 |
|
|
2015
Q1 | $995K | Buy |
12,755
+900
| +8% | +$68.2K | 0.49% | 30 |
|
|
2014
Q4 | $856K | Buy |
11,855
+185
| +2% | +$12.9K | 0.42% | 39 |
|
|
2014
Q3 | $723K | Sell |
11,670
-670
| -5% | -$42.6K | 0.35% | 43 |
|
|
2014
Q2 | $787K | Hold |
12,340
| – | – | 0.38% | 39 |
|
|
2014
Q1 | $759K | Buy |
12,340
+440
| +4% | +$25.6K | 0.4% | 39 |
|
|
2013
Q4 | $683K | Hold |
11,900
| – | – | 0.4% | 32 |
|
|
2013
Q3 | $634K | Hold |
11,900
| – | – | 0.4% | 36 |
|
|
2013
Q2 | $612K | Buy |
+11,900
| New | +$588K | 0.38% | 33 |
|
Other funds holding MDT
WA
Gould Asset Management's MDT Position: Q3 2021 in Review
Gould Asset Management sold out of Medtronic (MDT) in Q3 2021, closing a stake of 10,235 shares — an estimated $1.27M sold.
Gould Asset Management first reported a position in MDT in Q2 2013 and held it in 33 quarters. The position peaked at $1.27M in Q2 2021. 2,023 funds tracked by Wall St. Rank hold MDT as of Q3 2021.
- Gould Asset Management reported no remaining Medtronic position as of Q3 2021 after selling out during the quarter.
- Gould Asset Management sold 10,235 Medtronic shares in Q3 2021, an estimated $1.27M.
- Gould Asset Management first reported a position in Medtronic in Q2 2013 and held it in 33 quarters.
- Gould Asset Management's Medtronic position peaked at $1.27M in Q2 2021.
- 2,023 funds tracked by Wall St. Rank held Medtronic as of Q3 2021.
Based on Gould Asset Management's 13F filing for Q3 2021, filed 9 Nov 2021.