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Sather Financial Group’s Medtronic MDT Stock Holding History

Sather Financial 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
Q4 		– Sell
-1,600
Closed -$201K – 87
2021
Q3 		$201K Buy
+1,600
New +$207K 0.02% 85
2013
Q4 		– Sell
-6,346
Closed -$338K – 60
2013
Q3 		$338K Hold
6,346
– – 0.24% 44
2013
Q2 		$327K Buy
+6,346
New +$314K 0.27% 43

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sather Financial Group's MDT Position: Q4 2021 in Review

Sather Financial Group sold out of Medtronic (MDT) in Q4 2021, closing a stake of 1,600 shares — an estimated $201K sold.

Sather Financial Group first reported a position in MDT in Q2 2013 and held it in 3 quarters. The position peaked at $338K in Q3 2013. 2,060 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

  • Sather Financial Group reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
  • Sather Financial Group sold 1,600 Medtronic shares in Q4 2021, an estimated $201K.
  • Sather Financial Group first reported a position in Medtronic in Q2 2013 and held it in 3 quarters.
  • Sather Financial Group's Medtronic position peaked at $338K in Q3 2013.
  • 2,060 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Sather Financial Group's 13F filing for Q4 2021, filed 24 Jan 2022.