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Safeguard Investment Advisory Group’s Medtronic MDT Stock Holding History

Safeguard Investment Advisory Group’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
-228
Closed -$26K – 450
2020
Q4 		$26K Buy
+228
New +$25.1K 0.02% 274

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

Safeguard Investment Advisory Group's MDT Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Medtronic (MDT) in Q1 2021, closing a stake of 228 shares — an estimated $26K sold.

Safeguard Investment Advisory Group first reported a position in MDT in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 1,976 funds tracked by Wall St. Rank hold MDT as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Medtronic position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 228 Medtronic shares in Q1 2021, an estimated $26K.
  • Safeguard Investment Advisory Group first reported a position in Medtronic in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Medtronic position peaked at $26K in Q4 2020.
  • 1,976 funds tracked by Wall St. Rank held Medtronic as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.