Hoover Financial Advisors’s Medtronic MDT Stock Holding History

Hoover Financial Advisors’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	$713K	Sell	5,745 -352	-6%	-$44.2K	0.13%	66
2021 Q1	$763K	Buy	6,097 +31	+0.5%	+$3.63K	0.14%	59
2020 Q4	$714K	Buy	6,066 +171	+3%	+$18.8K	0.18%	49
2020 Q3	$613K	Hold	5,895	–	–	0.2%	43
2020 Q2	$541K	Sell	5,895 -20	-0.3%	-$1.92K	0.21%	45
2020 Q1	$533K	Buy	5,915 +20	+0.3%	+$2.13K	0.29%	35
2019 Q4	$669K	Hold	5,895	–	–	0.33%	38
2019 Q3	$640K	Hold	5,895	–	–	0.57%	24
2019 Q2	$574K	Hold	5,895	–	–	0.53%	24
2019 Q1	$537K	Hold	5,895	–	–	0.51%	26
2018 Q4	$536K	Buy	+5,895	New	+$551K	0.59%	24

Other funds holding MDT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hoover Financial Advisors's MDT Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Medtronic (MDT) stake by 5.8% in Q2 2021, selling an estimated $44.2K and leaving 5,745 shares worth $713K. The position accounts for 0.13% of the portfolio, ranked #66.

Hoover Financial Advisors first reported a position in MDT in Q4 2018 and has held it in 11 quarters since. The position peaked at $763K in Q1 2021. 2,003 funds tracked by Wall St. Rank hold MDT as of Q2 2021.

Hoover Financial Advisors held 5,745 shares of Medtronic worth $713K as of Q2 2021.
Hoover Financial Advisors sold 352 Medtronic shares in Q2 2021, an estimated $44.2K.
Medtronic made up 0.13% of Hoover Financial Advisors's portfolio in Q2 2021, its #66 holding.
Hoover Financial Advisors first reported a position in Medtronic in Q4 2018 and has held it in 11 quarters since.
Hoover Financial Advisors's Medtronic position peaked at $763K in Q1 2021.
2,003 funds tracked by Wall St. Rank held Medtronic as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.