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Kore Private Wealth’s Medtronic MDT Stock Holding History

Kore 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
2021
Q4 		– Sell
-2,184
Closed -$274K – 406
2021
Q3 		$274K Sell
2,184
-181
-8% -$23.4K 0.03% 350
2021
Q2 		$294K Buy
2,365
+423
+22% +$53.1K 0.03% 319
2021
Q1 		$229K Sell
1,942
-306
-14% -$35.9K 0.03% 319
2020
Q4 		$263K Buy
2,248
+322
+17% +$35.4K 0.04% 260
2020
Q3 		$200K Sell
1,926
-844
-30% -$84.8K 0.04% 252
2020
Q2 		$254K Sell
2,770
-500
-15% -$47.9K 0.05% 199
2020
Q1 		$295K Buy
3,270
+668
+26% +$71.1K 0.07% 167
2019
Q4 		$295K Buy
2,602
+585
+29% +$64.2K 0.06% 198
2019
Q3 		$218K Buy
+2,017
New +$210K 0.05% 204
2019
Q2 		– Sell
-1,791
Closed -$164K – 566
2019
Q1 		$164K Sell
1,791
-265
-13% -$23.7K 0.04% 229
2018
Q4 		$188K Buy
+2,056
New +$192K 0.05% 207

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kore Private Wealth's MDT Position: Q4 2021 in Review

Kore Private Wealth sold out of Medtronic (MDT) in Q4 2021, closing a stake of 2,184 shares — an estimated $274K sold.

Kore Private Wealth first reported a position in MDT in Q4 2018 and held it in 11 quarters. The position peaked at $295K in Q1 2020. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

  • Kore Private Wealth reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 2,184 Medtronic shares in Q4 2021, an estimated $274K.
  • Kore Private Wealth first reported a position in Medtronic in Q4 2018 and held it in 11 quarters.
  • Kore Private Wealth's Medtronic position peaked at $295K in Q1 2020.
  • 2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.