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Harvest Group Wealth Management’s Medtronic MDT Stock Holding History

Harvest Group Wealth 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
Q1 		– Sell
-50
Closed -$6K – 423
2020
Q4 		$6K Hold
50
– – ﹤0.01% 251
2020
Q3 		$5K Sell
50
-15
-23% -$1.51K ﹤0.01% 263
2020
Q2 		$5K Sell
65
-21
-24% -$2.01K ﹤0.01% 255
2020
Q1 		$7K Hold
86
– – 0.01% 237
2019
Q4 		$9K Hold
86
– – 0.01% 262
2019
Q3 		$9K Buy
+86
New +$8.97K 0.01% 276

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's MDT Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Medtronic (MDT) in Q1 2021, closing a stake of 50 shares — an estimated $6K sold.

Harvest Group Wealth Management first reported a position in MDT in Q3 2019 and held it in 6 quarters. The position peaked at $9K in Q4 2019. 1,976 funds tracked by Wall St. Rank hold MDT as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Medtronic position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 50 Medtronic shares in Q1 2021, an estimated $6K.
  • Harvest Group Wealth Management first reported a position in Medtronic in Q3 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Medtronic position peaked at $9K in Q4 2019.
  • 1,976 funds tracked by Wall St. Rank held Medtronic as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.