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Private Wealth Advisors (Pennsylvania)’s Medtronic MDT Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q4 		$920K Sell
7,851
-765
-9% -$84.2K 0.52% 46
2020
Q3 		$895K Sell
8,616
-421
-5% -$42.3K 0.57% 38
2020
Q2 		$829K Buy
9,037
+18
+0.2% +$1.73K 0.57% 40
2020
Q1 		$858K Sell
9,019
-408
-4% -$43.4K 0.65% 38
2019
Q4 		$1.12M Sell
9,427
-2,811
-23% -$308K 0.6% 48
2019
Q3 		$1.33M Sell
12,238
-11,383
-48% -$1.19M 0.68% 44
2019
Q2 		$2.3M Sell
23,621
-52
-0.2% -$4.75K 0.82% 40
2019
Q1 		$2.16M Sell
23,673
-20
-0.1% -$1.79K 0.81% 39
2018
Q4 		$2.15M Sell
23,693
-384
-2% -$35.9K 0.93% 37
2018
Q3 		$2.37M Sell
24,077
-85
-0.4% -$7.86K 0.87% 37
2018
Q2 		$2.07M Hold
24,162
– – 0.82% 37
2018
Q1 		$1.94M Sell
24,162
-1,984
-8% -$164K 0.78% 38
2017
Q4 		$2.11M Sell
26,146
-649
-2% -$52K 0.82% 38
2017
Q3 		$2.08M Sell
26,795
-705
-3% -$58.5K 0.86% 37
2017
Q2 		$2.44M Sell
27,500
-863
-3% -$72.8K 1.05% 33
2017
Q1 		$2.29M Sell
28,363
-1,676
-6% -$131K 1.02% 32
2016
Q4 		$2.14M Sell
30,039
-1,446
-5% -$114K 0.99% 33
2016
Q3 		$2.72M Sell
31,485
-10
-0% -$871 1.29% 24
2016
Q2 		$2.73M Sell
31,495
-1,355
-4% -$110K 1.34% 23
2016
Q1 		$2.46M Sell
32,850
-43
-0.1% -$3.24K 1.31% 23
2015
Q4 		$2.53M Sell
32,893
-1,935
-6% -$146K 1.42% 24
2015
Q3 		$2.33M Sell
34,828
-560
-2% -$41.2K 1.17% 27
2015
Q2 		$2.62M Sell
35,388
-322
-0.9% -$24.6K 1.19% 26
2015
Q1 		$2.79M Sell
35,710
-868
-2% -$65.8K 1.3% 25
2014
Q4 		$2.64M Sell
36,578
-115
-0.3% -$7.99K 1.28% 27
2014
Q3 		$2.27M Sell
36,693
-423
-1% -$26.9K 1.2% 26
2014
Q2 		$2.37M Sell
37,116
-13
-0% -$790 1.21% 28
2014
Q1 		$2.29M Buy
37,129
+322
+0.9% +$18.8K 1.24% 26
2013
Q4 		$2.11M Sell
36,807
-958
-3% -$54.3K 1.15% 28
2013
Q3 		$2.01M Buy
37,765
+462
+1% +$24.9K 1.19% 28
2013
Q2 		$1.92M Buy
+37,303
New +$1.84M 1.19% 27

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
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
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

Private Wealth Advisors (Pennsylvania)'s MDT Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its Medtronic (MDT) stake by 8.9% in Q4 2020, selling an estimated $84.2K and leaving 7,851 shares worth $920K. The position accounts for 0.52% of the portfolio, ranked #46.

Private Wealth Advisors (Pennsylvania) first reported a position in MDT in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.79M in Q1 2015. 1,957 funds tracked by Wall St. Rank hold MDT as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 7,851 shares of Medtronic worth $920K as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) sold 765 Medtronic shares in Q4 2020, an estimated $84.2K.
  • Medtronic made up 0.52% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #46 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Medtronic in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s Medtronic position peaked at $2.79M in Q1 2015.
  • 1,957 funds tracked by Wall St. Rank held Medtronic as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.