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Legacy Wealth Partners (California)’s Medtronic MDT Stock Holding History

Legacy Wealth Partners (California)’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
Q2 		– Sell
-7,574
Closed -$895K – 98
2021
Q1 		$895K Buy
7,574
+314
+4% +$36.8K 0.52% 48
2020
Q4 		$850K Buy
7,260
+1,706
+31% +$188K 0.53% 47
2020
Q3 		$577K Buy
+5,554
New +$558K 0.41% 55
2020
Q1 		– Sell
-5,219
Closed -$629K – 97
2019
Q4 		$629K Buy
+5,219
New +$573K 0.46% 50

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legacy Wealth Partners (California)'s MDT Position: Q2 2021 in Review

Legacy Wealth Partners (California) sold out of Medtronic (MDT) in Q2 2021, closing a stake of 7,574 shares — an estimated $895K sold.

Legacy Wealth Partners (California) first reported a position in MDT in Q4 2019 and held it in 4 quarters. The position peaked at $895K in Q1 2021. 2,003 funds tracked by Wall St. Rank hold MDT as of Q2 2021.

  • Legacy Wealth Partners (California) reported no remaining Medtronic position as of Q2 2021 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 7,574 Medtronic shares in Q2 2021, an estimated $895K.
  • Legacy Wealth Partners (California) first reported a position in Medtronic in Q4 2019 and held it in 4 quarters.
  • Legacy Wealth Partners (California)'s Medtronic position peaked at $895K in Q1 2021.
  • 2,003 funds tracked by Wall St. Rank held Medtronic as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.