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Northstar Advisory Group’s Medtronic MDT Stock Holding History

Northstar Advisory 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
Q3 		– Sell
-3,276
Closed -$407K – 88
2021
Q2 		$407K Buy
3,276
+426
+15% +$53.5K 0.25% 69
2021
Q1 		$337K Buy
2,850
+70
+3% +$8.2K 0.26% 71
2020
Q4 		$326K Buy
+2,780
New +$306K 0.27% 73

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northstar Advisory Group's MDT Position: Q3 2021 in Review

Northstar Advisory Group sold out of Medtronic (MDT) in Q3 2021, closing a stake of 3,276 shares — an estimated $407K sold.

Northstar Advisory Group first reported a position in MDT in Q4 2020 and held it in 3 quarters. The position peaked at $407K in Q2 2021. 2,023 funds tracked by Wall St. Rank hold MDT as of Q3 2021.

  • Northstar Advisory Group reported no remaining Medtronic position as of Q3 2021 after selling out during the quarter.
  • Northstar Advisory Group sold 3,276 Medtronic shares in Q3 2021, an estimated $407K.
  • Northstar Advisory Group first reported a position in Medtronic in Q4 2020 and held it in 3 quarters.
  • Northstar Advisory Group's Medtronic position peaked at $407K in Q2 2021.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q3 2021.

Based on Northstar Advisory Group's 13F filing for Q3 2021, filed 14 Oct 2021.