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IronBridge Private Wealth’s Medtronic MDT Stock Holding History

IronBridge Private Wealth’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
-20
Closed -$2K – 192
2021
Q4 		$2K Hold
20
– – ﹤0.01% 267
2021
Q3 		$3K Hold
20
– – ﹤0.01% 239
2021
Q2 		$2K Hold
20
– – ﹤0.01% 254
2021
Q1 		$2K Hold
20
– – ﹤0.01% 255
2020
Q4 		$2K Buy
+20
New +$2.2K ﹤0.01% 234

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
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

IronBridge Private Wealth's MDT Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Medtronic (MDT) in Q1 2022, closing a stake of 20 shares — an estimated $2K sold.

IronBridge Private Wealth first reported a position in MDT in Q4 2020 and held it in 5 quarters. The position peaked at $3K in Q3 2021. 2,101 funds tracked by Wall St. Rank hold MDT as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Medtronic position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 20 Medtronic shares in Q1 2022, an estimated $2K.
  • IronBridge Private Wealth first reported a position in Medtronic in Q4 2020 and held it in 5 quarters.
  • IronBridge Private Wealth's Medtronic position peaked at $3K in Q3 2021.
  • 2,101 funds tracked by Wall St. Rank held Medtronic as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.