Planned Solutions’s Medtronic MDT Stock Holding History

Planned Solutions’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 Q1	–	Sell	-610	Closed	-$71K	–	270
2020 Q4	$71K	Hold	610	–	–	0.06%	147
2020 Q3	$63K	Buy	+610	New	+$61.3K	0.06%	121

Other funds holding MDT

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planned Solutions's MDT Position: Q1 2021 in Review

Planned Solutions sold out of Medtronic (MDT) in Q1 2021, closing a stake of 610 shares — an estimated $71K sold.

Planned Solutions first reported a position in MDT in Q3 2020 and held it in 2 quarters. The position peaked at $71K in Q4 2020. 1,976 funds tracked by Wall St. Rank hold MDT as of Q1 2021.

Planned Solutions reported no remaining Medtronic position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 610 Medtronic shares in Q1 2021, an estimated $71K.
Planned Solutions first reported a position in Medtronic in Q3 2020 and held it in 2 quarters.
Planned Solutions's Medtronic position peaked at $71K in Q4 2020.
1,976 funds tracked by Wall St. Rank held Medtronic as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.