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OptiFour Integrated Wealth Management’s Medtronic MDT Stock Holding History

OptiFour Integrated Wealth 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
2019
Q4 		$1.07M Hold
9,463
– – 0.74% 22
2019
Q3 		$1.03M Hold
9,463
– – 0.73% 22
2019
Q2 		$922K Buy
+9,463
New +$864K 0.64% 24

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

OptiFour Integrated Wealth Management's MDT Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Medtronic (MDT) position steady in Q4 2019 at 9,463 shares worth $1.07M. The position accounts for 0.74% of the portfolio, ranked #22.

OptiFour Integrated Wealth Management first reported a position in MDT in Q2 2019 and has held it in 3 quarters since. 1,821 funds tracked by Wall St. Rank hold MDT as of Q4 2019.

  • OptiFour Integrated Wealth Management held 9,463 shares of Medtronic worth $1.07M as of Q4 2019.
  • OptiFour Integrated Wealth Management left its Medtronic share count unchanged in Q4 2019.
  • Medtronic made up 0.74% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #22 holding.
  • OptiFour Integrated Wealth Management first reported a position in Medtronic in Q2 2019 and has held it in 3 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Medtronic as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.