Kowal Investment Group’s Medtronic MDT Stock Holding History

Kowal Investment 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
2021 Q4	–	Sell	-599	Closed	-$75K	–	601
2021 Q3	$75K	Buy	+599	New	+$77.5K	0.02%	189

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

Kowal Investment Group's MDT Position: Q4 2021 in Review

Kowal Investment Group sold out of Medtronic (MDT) in Q4 2021, closing a stake of 599 shares — an estimated $75K sold.

Kowal Investment Group first reported a position in MDT in Q3 2021 and held it in 1 quarter. The position peaked at $75K in Q3 2021. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

Kowal Investment Group reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 599 Medtronic shares in Q4 2021, an estimated $75K.
Kowal Investment Group first reported a position in Medtronic in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Medtronic position peaked at $75K in Q3 2021.
2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.