Mid Atlantic Financial Management’s Medtronic MDT Stock Holding History

Mid Atlantic 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 Q3	$2.32M	Buy	18,514 +56	+0.3%	+$7.25K	0.16%	132
2021 Q2	$2.29M	Buy	18,458 +1,083	+6%	+$136K	0.15%	134
2021 Q1	$2.05M	Buy	17,375 +249	+1%	+$29.2K	0.15%	136
2020 Q4	$2.01M	Buy	17,126 +542	+3%	+$59.7K	0.15%	136
2020 Q3	$1.88M	Sell	16,584 -1,043	-6%	-$105K	0.16%	125
2020 Q2	$1.62M	Sell	17,627 -4,468	-20%	-$428K	0.16%	126
2020 Q1	$1.99M	Buy	22,095 +5,872	+36%	+$625K	0.23%	94
2019 Q4	$1.84M	Buy	16,223 +360	+2%	+$39.5K	0.17%	123
2019 Q3	$1.72M	Sell	15,863 -3,546	-18%	-$370K	0.18%	109
2019 Q2	$1.89M	Sell	19,409 -1,151	-6%	-$105K	0.2%	108
2019 Q1	$1.87M	Buy	20,560 +165	+0.8%	+$14.8K	0.2%	101
2018 Q4	$1.85M	Buy	+20,395	New	+$1.91M	0.23%	97

Other funds holding MDT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mid Atlantic Financial Management's MDT Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Medtronic (MDT) stake by 0.3% in Q3 2021, buying an estimated $7.25K and bringing the position to 18,514 shares worth $2.32M. The position accounts for 0.16% of the portfolio, ranked #132.

Mid Atlantic Financial Management first reported a position in MDT in Q4 2018 and has held it in 12 quarters since. 2,023 funds tracked by Wall St. Rank hold MDT as of Q3 2021.

Mid Atlantic Financial Management held 18,514 shares of Medtronic worth $2.32M as of Q3 2021.
Mid Atlantic Financial Management bought 56 Medtronic shares in Q3 2021, an estimated $7.25K.
Medtronic made up 0.16% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #132 holding.
Mid Atlantic Financial Management first reported a position in Medtronic in Q4 2018 and has held it in 12 quarters since.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.