Personal Wealth Partners’s Medtronic MDT Stock Holding History

Personal 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
2021 Q3	–	Sell	-1,267	Closed	-$157K	–	264
2021 Q2	$157K	Buy	+1,267	New	+$159K	0.06%	88
2020 Q1	–	Sell	-1,567	Closed	-$178K	–	376
2019 Q4	$178K	Hold	1,567	–	–	0.08%	73
2019 Q3	$170K	Sell	1,567 -38	-2%	-$3.96K	0.08%	74
2019 Q2	$156K	Buy	+1,605	New	+$147K	0.07%	70
2019 Q1	–	Sell	-2,541	Closed	-$231K	–	66
2018 Q4	$231K	Buy	+2,541	New	+$237K	0.14%	34

Other funds holding MDT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Personal Wealth Partners's MDT Position: Q3 2021 in Review

Personal Wealth Partners sold out of Medtronic (MDT) in Q3 2021, closing a stake of 1,267 shares — an estimated $157K sold.

Personal Wealth Partners first reported a position in MDT in Q4 2018 and held it in 5 quarters. The position peaked at $231K in Q4 2018. 2,023 funds tracked by Wall St. Rank hold MDT as of Q3 2021.

Personal Wealth Partners reported no remaining Medtronic position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 1,267 Medtronic shares in Q3 2021, an estimated $157K.
Personal Wealth Partners first reported a position in Medtronic in Q4 2018 and held it in 5 quarters.
Personal Wealth Partners's Medtronic position peaked at $231K in Q4 2018.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.