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Liberty Wealth Management’s Medtronic MDT Stock Holding History

Liberty Wealth Management’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
-979
Closed -$121K – 726
2021
Q3 		$121K Buy
979
+338
+53% +$43.7K 0.04% 250
2021
Q2 		$80K Sell
641
-583
-48% -$73.2K 0.03% 244
2021
Q1 		$136K Hold
1,224
– – 0.07% 144
2020
Q4 		$136K Buy
1,224
+94
+8% +$10.3K 0.07% 143
2020
Q3 		$117K Sell
1,130
-21
-2% -$2.11K 0.07% 147
2020
Q2 		$106K Sell
1,151
-41
-3% -$3.93K 0.07% 143
2020
Q1 		$108K Sell
1,192
-8
-0.7% -$851 0.09% 130
2019
Q4 		$136K Buy
1,200
+13
+1% +$1.43K 0.11% 127
2019
Q3 		$129K Buy
1,187
+103
+10% +$10.7K 0.12% 125
2019
Q2 		$106K Sell
1,084
-2
-0.2% -$183 0.09% 158
2019
Q1 		$98K Buy
1,086
+46
+4% +$4.12K 0.07% 140
2018
Q4 		$94K Buy
+1,040
New +$97.2K 0.07% 135

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

Liberty Wealth Management's MDT Position: Q4 2021 in Review

Liberty Wealth Management sold out of Medtronic (MDT) in Q4 2021, closing a stake of 979 shares — an estimated $121K sold.

Liberty Wealth Management first reported a position in MDT in Q4 2018 and held it in 12 quarters. The position peaked at $136K in Q1 2021. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

  • Liberty Wealth Management reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 979 Medtronic shares in Q4 2021, an estimated $121K.
  • Liberty Wealth Management first reported a position in Medtronic in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Medtronic position peaked at $136K in Q1 2021.
  • 2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.