Schneider Downs Wealth Management Advisors’s Medtronic MDT Stock Holding History

Schneider Downs Wealth Management Advisors’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	-2,018	Closed	-$253K	–	158
2021 Q3	$253K	Sell	2,018 -10	-0.5%	-$1.29K	0.07%	123
2021 Q2	$252K	Buy	2,028 +15	+0.7%	+$1.88K	0.07%	117
2021 Q1	$238K	Sell	2,013 -509	-20%	-$59.7K	0.06%	120
2020 Q4	$295K	Sell	2,522 -9	-0.4%	-$991	0.08%	65
2020 Q3	$263K	Sell	2,531 -321	-11%	-$32.2K	0.09%	80
2020 Q2	$262K	Hold	2,852	–	–	0.09%	74
2020 Q1	$257K	Buy	+2,852	New	+$303K	0.09%	69

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's MDT Position: Q4 2021 in Review

Schneider Downs Wealth Management Advisors sold out of Medtronic (MDT) in Q4 2021, closing a stake of 2,018 shares — an estimated $253K sold.

Schneider Downs Wealth Management Advisors first reported a position in MDT in Q1 2020 and held it in 7 quarters. The position peaked at $295K in Q4 2020. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

Schneider Downs Wealth Management Advisors reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 2,018 Medtronic shares in Q4 2021, an estimated $253K.
Schneider Downs Wealth Management Advisors first reported a position in Medtronic in Q1 2020 and held it in 7 quarters.
Schneider Downs Wealth Management Advisors's Medtronic position peaked at $295K in Q4 2020.
2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.