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Provident Wealth Management’s Medtronic MDT Stock Holding History

Provident Wealth Management’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 		– Sell
-84
Closed -$9K – 178
2020
Q3 		$9K Buy
+84
New +$8.44K 0.01% 154

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

Provident Wealth Management's MDT Position: Q4 2020 in Review

Provident Wealth Management sold out of Medtronic (MDT) in Q4 2020, closing a stake of 84 shares — an estimated $9K sold.

Provident Wealth Management first reported a position in MDT in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 1,957 funds tracked by Wall St. Rank hold MDT as of Q4 2020.

  • Provident Wealth Management reported no remaining Medtronic position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 84 Medtronic shares in Q4 2020, an estimated $9K.
  • Provident Wealth Management first reported a position in Medtronic in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Medtronic position peaked at $9K in Q3 2020.
  • 1,957 funds tracked by Wall St. Rank held Medtronic as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.