HWM
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Hohimer Wealth Management’s Medtronic MDT Stock Holding History

Hohimer 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
2020
Q1 		– Sell
-3,537
Closed -$401K – 204
2019
Q4 		$401K Buy
+3,537
New +$388K 0.14% 189

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hohimer Wealth Management's MDT Position: Q1 2020 in Review

Hohimer Wealth Management sold out of Medtronic (MDT) in Q1 2020, closing a stake of 3,537 shares — an estimated $401K sold.

Hohimer Wealth Management first reported a position in MDT in Q4 2019 and held it in 1 quarter. The position peaked at $401K in Q4 2019. 1,763 funds tracked by Wall St. Rank hold MDT as of Q1 2020.

  • Hohimer Wealth Management reported no remaining Medtronic position as of Q1 2020 after selling out during the quarter.
  • Hohimer Wealth Management sold 3,537 Medtronic shares in Q1 2020, an estimated $401K.
  • Hohimer Wealth Management first reported a position in Medtronic in Q4 2019 and held it in 1 quarter.
  • Hohimer Wealth Management's Medtronic position peaked at $401K in Q4 2019.
  • 1,763 funds tracked by Wall St. Rank held Medtronic as of Q1 2020.

Based on Hohimer Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.