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MD Financial Management’s Medtronic MDT Stock Holding History

MD Financial 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 		$11K Hold
105
– – ﹤0.01% 298
2021
Q3 		$13K Hold
105
– – ﹤0.01% 281
2021
Q2 		$13K Sell
105
-22,384
-100% -$2.81M ﹤0.01% 287
2021
Q1 		$2.66M Buy
22,489
+22,384
+21,318% +$2.62M 0.08% 100
2020
Q4 		$12K Buy
+105
New +$11.6K ﹤0.01% 91

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

MD Financial Management's MDT Position: Q4 2021 in Review

MD Financial Management held its Medtronic (MDT) position steady in Q4 2021 at 105 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

MD Financial Management first reported a position in MDT in Q4 2020 and has held it in 5 quarters since. The position peaked at $2.66M in Q1 2021. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

  • MD Financial Management held 105 shares of Medtronic worth $11K as of Q4 2021.
  • MD Financial Management left its Medtronic share count unchanged in Q4 2021.
  • Medtronic made up ﹤0.01% of MD Financial Management's portfolio in Q4 2021, its #298 holding.
  • MD Financial Management first reported a position in Medtronic in Q4 2020 and has held it in 5 quarters since.
  • MD Financial Management's Medtronic position peaked at $2.66M in Q1 2021.
  • 2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.