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Next Financial Group’s Medtronic MDT Stock Holding History

Next Financial Group’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 		$1.29M Buy
12,414
+6,728
+118% +$779K 0.08% 263
2021
Q3 		$714K Buy
5,686
+897
+19% +$116K 0.06% 355
2021
Q2 		$596K Sell
4,789
-9,841
-67% -$1.24M 0.05% 398
2021
Q1 		$1.73M Buy
14,630
+1,384
+10% +$162K 0.15% 148
2020
Q4 		$1.55M Buy
13,246
+540
+4% +$59.4K 0.15% 148
2020
Q3 		$1.32M Buy
12,706
+4,702
+59% +$472K 0.14% 154
2020
Q2 		$734K Buy
8,004
+1,468
+22% +$141K 0.09% 238
2020
Q1 		$590K Sell
6,536
-9,561
-59% -$1.02M 0.08% 237
2019
Q4 		$1.83M Sell
16,097
-810
-5% -$88.9K 0.19% 119
2019
Q3 		$1.84M Buy
16,907
+13,519
+399% +$1.41M 0.2% 120
2019
Q2 		$330K Buy
3,388
+1,591
+89% +$145K 0.04% 486
2019
Q1 		$164K Buy
1,797
+398
+28% +$35.6K 0.04% 420
2018
Q4 		$127K Sell
1,399
-472
-25% -$44.1K 0.03% 523
2018
Q3 		$184K Sell
1,871
-1,298
-41% -$120K 0.09% 217
2018
Q2 		$271K Sell
3,169
-685
-18% -$57.2K 0.1% 220
2018
Q1 		$309K Sell
3,854
-835
-18% -$68.9K 0.07% 283
2017
Q4 		$379K Sell
4,689
-1,028
-18% -$82.3K 0.16% 164
2017
Q3 		$446K Buy
5,717
+451
+9% +$37.4K 0.12% 183
2017
Q2 		$467K Sell
5,266
-530
-9% -$44.7K 0.11% 195
2017
Q1 		$482K Sell
5,796
-6,481
-53% -$506K 0.13% 170
2016
Q4 		$875K Sell
12,277
-574
-4% -$45.1K 0.15% 148
2016
Q3 		$1.11M Buy
12,851
+4,361
+51% +$380K 0.2% 120
2016
Q2 		$736K Sell
8,490
-428
-5% -$34.6K 0.23% 104
2016
Q1 		$668K Buy
8,918
+259
+3% +$19.5K 0.24% 98
2015
Q4 		$666K Sell
8,659
-16,724
-66% -$1.26M 0.25% 92
2015
Q3 		$1.7M Buy
25,383
+1,659
+7% +$122K 0.61% 28
2015
Q2 		$1.76M Buy
23,724
+1,330
+6% +$102K 0.61% 27
2015
Q1 		$1.75M Buy
22,394
+16,959
+312% +$1.29M 0.56% 35
2014
Q4 		$392K Sell
5,435
-3,481
-39% -$242K 0.13% 179
2014
Q3 		$552K Buy
+8,916
New +$567K 0.11% 208

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

Next Financial Group's MDT Position: Q4 2021 in Review

Next Financial Group increased its Medtronic (MDT) stake by 118% in Q4 2021, buying an estimated $779K and bringing the position to 12,414 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #263.

Next Financial Group first reported a position in MDT in Q3 2014 and has held it in 30 quarters since. The position peaked at $1.84M in Q3 2019. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

  • Next Financial Group held 12,414 shares of Medtronic worth $1.29M as of Q4 2021.
  • Next Financial Group bought 6,728 Medtronic shares in Q4 2021, an estimated $779K.
  • Medtronic made up 0.08% of Next Financial Group's portfolio in Q4 2021, its #263 holding.
  • Next Financial Group first reported a position in Medtronic in Q3 2014 and has held it in 30 quarters since.
  • Next Financial Group's Medtronic position peaked at $1.84M in Q3 2019.
  • 2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.