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Investors Financial Group’s Medtronic MDT Stock Holding History

Investors Financial Group’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
2022
Q1 		– Sell
-18,209
Closed -$1.88M – 108
2021
Q4 		$1.88M Buy
18,209
+261
+1% +$30.2K 0.88% 22
2021
Q3 		$2.25M Sell
17,948
-382
-2% -$49.4K 1.19% 16
2021
Q2 		$2.27M Buy
18,330
+664
+4% +$83.4K 1.22% 13
2021
Q1 		$2.09M Sell
17,666
-317
-2% -$37.2K 1.22% 14
2020
Q4 		$2.11M Sell
17,983
-108
-0.6% -$11.9K 1.39% 16
2020
Q3 		$1.88M Buy
18,091
+672
+4% +$67.5K 1.41% 17
2020
Q2 		$1.6M Sell
17,419
-703
-4% -$67.4K 1.31% 17
2020
Q1 		$1.63M Buy
18,122
+148
+0.8% +$15.7K 1.65% 15
2019
Q4 		$2.04M Buy
+17,974
New +$1.97M 1.66% 12

Other funds holding MDT

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Investors Financial Group's MDT Position: Q1 2022 in Review

Investors Financial Group sold out of Medtronic (MDT) in Q1 2022, closing a stake of 18,209 shares — an estimated $1.88M sold.

Investors Financial Group first reported a position in MDT in Q4 2019 and held it in 9 quarters. The position peaked at $2.27M in Q2 2021. 2,101 funds tracked by Wall St. Rank hold MDT as of Q1 2022.

  • Investors Financial Group reported no remaining Medtronic position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 18,209 Medtronic shares in Q1 2022, an estimated $1.88M.
  • Investors Financial Group first reported a position in Medtronic in Q4 2019 and held it in 9 quarters.
  • Investors Financial Group's Medtronic position peaked at $2.27M in Q2 2021.
  • 2,101 funds tracked by Wall St. Rank held Medtronic as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.