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Meridian Wealth Partners’s Medtronic MDT Stock Holding History

Meridian Wealth Partners’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
-254
Closed -$30K – 779
2021
Q1 		$30K Buy
254
+43
+20% +$5.04K 0.01% 222
2020
Q4 		$25K Buy
211
+15
+8% +$1.65K 0.01% 196
2020
Q3 		$20K Buy
+196
New +$19.7K 0.01% 208

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

Meridian Wealth Partners's MDT Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Medtronic (MDT) in Q2 2021, closing a stake of 254 shares — an estimated $30K sold.

Meridian Wealth Partners first reported a position in MDT in Q3 2020 and held it in 3 quarters. The position peaked at $30K in Q1 2021. 2,003 funds tracked by Wall St. Rank hold MDT as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Medtronic position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 254 Medtronic shares in Q2 2021, an estimated $30K.
  • Meridian Wealth Partners first reported a position in Medtronic in Q3 2020 and held it in 3 quarters.
  • Meridian Wealth Partners's Medtronic position peaked at $30K in Q1 2021.
  • 2,003 funds tracked by Wall St. Rank held Medtronic as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.