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Harvest Investment Services’s Medtronic MDT Stock Holding History

Harvest Investment Services’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 		– Sell
-2,910
Closed -$343K – 300
2021
Q1 		$343K Sell
2,910
-36
-1% -$4.22K 0.15% 168
2020
Q4 		$345K Sell
2,946
-4,078
-58% -$449K 0.18% 139
2020
Q3 		$729K Sell
7,024
-1,352
-16% -$136K 0.42% 59
2020
Q2 		$768K Buy
+8,376
New +$803K 0.46% 55

Other funds holding MDT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harvest Investment Services's MDT Position: Q2 2021 in Review

Harvest Investment Services sold out of Medtronic (MDT) in Q2 2021, closing a stake of 2,910 shares — an estimated $343K sold.

Harvest Investment Services first reported a position in MDT in Q2 2020 and held it in 4 quarters. The position peaked at $768K in Q2 2020. 2,003 funds tracked by Wall St. Rank hold MDT as of Q2 2021.

  • Harvest Investment Services reported no remaining Medtronic position as of Q2 2021 after selling out during the quarter.
  • Harvest Investment Services sold 2,910 Medtronic shares in Q2 2021, an estimated $343K.
  • Harvest Investment Services first reported a position in Medtronic in Q2 2020 and held it in 4 quarters.
  • Harvest Investment Services's Medtronic position peaked at $768K in Q2 2020.
  • 2,003 funds tracked by Wall St. Rank held Medtronic as of Q2 2021.

Based on Harvest Investment Services's 13F filing for Q2 2021, filed 10 Aug 2021.