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Oxler Private Wealth’s Medtronic MDT Stock Holding History

Oxler Private Wealth’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
-8,024
Closed -$996K – 134
2021
Q2 		$996K Buy
8,024
+24
+0.3% +$3.01K 0.43% 64
2021
Q1 		$945K Hold
8,000
– – 0.48% 58
2020
Q4 		$937K Buy
+8,000
New +$881K 0.53% 39

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

Oxler Private Wealth's MDT Position: Q3 2021 in Review

Oxler Private Wealth sold out of Medtronic (MDT) in Q3 2021, closing a stake of 8,024 shares — an estimated $996K sold.

Oxler Private Wealth first reported a position in MDT in Q4 2020 and held it in 3 quarters. The position peaked at $996K in Q2 2021. 2,024 funds tracked by Wall St. Rank hold MDT as of Q3 2021.

  • Oxler Private Wealth reported no remaining Medtronic position as of Q3 2021 after selling out during the quarter.
  • Oxler Private Wealth sold 8,024 Medtronic shares in Q3 2021, an estimated $996K.
  • Oxler Private Wealth first reported a position in Medtronic in Q4 2020 and held it in 3 quarters.
  • Oxler Private Wealth's Medtronic position peaked at $996K in Q2 2021.
  • 2,024 funds tracked by Wall St. Rank held Medtronic as of Q3 2021.

Based on Oxler Private Wealth's 13F filing for Q3 2021, filed 9 Nov 2021.