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Northstar Wealth Partners’s Medtronic MDT Stock Holding History

Northstar 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
2020
Q3 		$216K Buy
+2,080
New +$209K 0.1% 134
2020
Q1 		– Sell
-2,000
Closed -$226K – 174
2019
Q4 		$226K Hold
2,000
– – 0.09% 169
2019
Q3 		$217K Buy
+2,000
New +$209K 0.1% 166

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northstar Wealth Partners's MDT Position: Q3 2020 in Review

Northstar Wealth Partners opened a new position in Medtronic (MDT) in Q3 2020: 2,080 shares worth $216K. The stake represents 0.1% of the portfolio and ranks #134 among its holdings. This is a return to the name: Northstar Wealth Partners previously reported a position in MDT as recently as Q4 2019.

Northstar Wealth Partners first reported a position in MDT in Q3 2019 and has held it in 3 quarters since. The position peaked at $226K in Q4 2019. 1,811 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

  • Northstar Wealth Partners held 2,080 shares of Medtronic worth $216K as of Q3 2020.
  • Medtronic was a new Northstar Wealth Partners position in Q3 2020.
  • Medtronic made up 0.1% of Northstar Wealth Partners's portfolio in Q3 2020, its #134 holding.
  • Northstar Wealth Partners first reported a position in Medtronic in Q3 2019 and has held it in 3 quarters since.
  • Northstar Wealth Partners's Medtronic position peaked at $226K in Q4 2019.
  • 1,811 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.