High Pines Wealth Management’s Medtronic MDT Stock Holding History

High Pines 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 Q4	–	Sell	-3,093	Closed	-$388K	–	39
2021 Q3	$388K	Hold	3,093	–	–	0.27%	35
2021 Q2	$384K	Hold	3,093	–	–	0.29%	36
2021 Q1	$365K	Hold	3,093	–	–	0.32%	38
2020 Q4	$362K	Buy	+3,093	New	+$340K	0.33%	34

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

High Pines Wealth Management's MDT Position: Q4 2021 in Review

High Pines Wealth Management sold out of Medtronic (MDT) in Q4 2021, closing a stake of 3,093 shares — an estimated $388K sold.

High Pines Wealth Management first reported a position in MDT in Q4 2020 and held it in 4 quarters. The position peaked at $388K in Q3 2021. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

High Pines Wealth Management reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
High Pines Wealth Management sold 3,093 Medtronic shares in Q4 2021, an estimated $388K.
High Pines Wealth Management first reported a position in Medtronic in Q4 2020 and held it in 4 quarters.
High Pines Wealth Management's Medtronic position peaked at $388K in Q3 2021.
2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on High Pines Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.