Joel Isaacson & Co’s Medtronic MDT Stock Holding History

Joel Isaacson & Co’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	-2,106	Closed	-$264K	–	313
2021 Q3	$264K	Sell	2,106 -465	-18%	-$60.2K	0.02%	263
2021 Q2	$319K	Buy	2,571 +85	+3%	+$10.7K	0.02%	229
2021 Q1	$294K	Buy	+2,486	New	+$291K	0.03%	217
2017 Q1	–	Sell	-621	Closed	-$44K	–	384
2016 Q4	$44K	Buy	621 +100	+19%	+$7.86K	0.01%	327
2016 Q3	$45K	Sell	521 -100	-16%	-$8.71K	0.01%	338
2016 Q2	$54K	Hold	621	–	–	0.01%	313
2016 Q1	$47K	Hold	621	–	–	0.01%	346
2015 Q4	$48K	Hold	621	–	–	0.01%	331
2015 Q3	$42K	Sell	621 -48	-7%	-$3.54K	0.01%	364
2015 Q2	$50K	Sell	669 -1,060	-61%	-$81K	0.01%	359
2015 Q1	$135K	Buy	1,729 +704	+69%	+$53.4K	0.03%	216
2014 Q4	$74K	Hold	1,025	–	–	0.02%	266
2014 Q3	$64K	Hold	1,025	–	–	0.02%	265
2014 Q2	$65K	Hold	1,025	–	–	0.02%	262
2014 Q1	$63K	Hold	1,025	–	–	0.02%	258
2013 Q4	$59K	Hold	1,025	–	–	0.02%	247
2013 Q3	$55K	Hold	1,025	–	–	0.02%	245
2013 Q2	$53K	Buy	+1,025	New	+$50.7K	0.02%	221

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

Joel Isaacson & Co's MDT Position: Q4 2021 in Review

Joel Isaacson & Co sold out of Medtronic (MDT) in Q4 2021, closing a stake of 2,106 shares — an estimated $264K sold.

Joel Isaacson & Co first reported a position in MDT in Q2 2013 and held it in 18 quarters. The position peaked at $319K in Q2 2021. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

Joel Isaacson & Co reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
Joel Isaacson & Co sold 2,106 Medtronic shares in Q4 2021, an estimated $264K.
Joel Isaacson & Co first reported a position in Medtronic in Q2 2013 and held it in 18 quarters.
Joel Isaacson & Co's Medtronic position peaked at $319K in Q2 2021.
2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Joel Isaacson & Co's 13F filing for Q4 2021, filed 19 Jan 2022.