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Outlook Wealth Advisors’s Medtronic MDT Stock Holding History

Outlook Wealth Advisors’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 		– Sell
-4,706
Closed -$432K – 169
2020
Q2 		$432K Buy
4,706
+127
+3% +$12.2K 0.18% 117
2020
Q1 		$413K Buy
4,579
+877
+24% +$93.3K 0.23% 87
2019
Q4 		$420K Buy
3,702
+147
+4% +$16.1K 0.24% 83
2019
Q3 		$386K Buy
3,555
+81
+2% +$8.45K 0.23% 101
2019
Q2 		$338K Buy
3,474
+236
+7% +$21.5K 0.22% 116
2019
Q1 		$295K Buy
+3,238
New +$290K 0.24% 112

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 $298B AUM 21.96% 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

Outlook Wealth Advisors's MDT Position: Q3 2020 in Review

Outlook Wealth Advisors sold out of Medtronic (MDT) in Q3 2020, closing a stake of 4,706 shares — an estimated $432K sold.

Outlook Wealth Advisors first reported a position in MDT in Q1 2019 and held it in 6 quarters. The position peaked at $432K in Q2 2020. 1,810 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

  • Outlook Wealth Advisors reported no remaining Medtronic position as of Q3 2020 after selling out during the quarter.
  • Outlook Wealth Advisors sold 4,706 Medtronic shares in Q3 2020, an estimated $432K.
  • Outlook Wealth Advisors first reported a position in Medtronic in Q1 2019 and held it in 6 quarters.
  • Outlook Wealth Advisors's Medtronic position peaked at $432K in Q2 2020.
  • 1,810 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on Outlook Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.