Security National Trust’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $83K | Hold |
672
| – | – | 0.02% | 229 |
|
|
2021
Q2 | $83K | Hold |
672
| – | – | 0.02% | 238 |
|
|
2021
Q1 | $80K | Sell |
672
-65
| -9% | -$7.62K | 0.02% | 238 |
|
|
2020
Q4 | $87K | Hold |
737
| – | – | 0.02% | 230 |
|
|
2020
Q3 | $77K | Hold |
737
| – | – | 0.02% | 226 |
|
|
2020
Q2 | $68K | Buy |
737
+247
| +50% | +$23.7K | 0.02% | 235 |
|
|
2020
Q1 | $44K | Buy |
490
+50
| +11% | +$5.32K | 0.02% | 253 |
|
|
2019
Q4 | $50K | Hold |
440
| – | – | 0.01% | 261 |
|
|
2019
Q3 | $48K | Sell |
440
-100
| -19% | -$10.4K | 0.02% | 255 |
|
|
2019
Q2 | $52K | Hold |
540
| – | – | 0.02% | 254 |
|
|
2019
Q1 | $49K | Hold |
540
| – | – | 0.02% | 254 |
|
|
2018
Q4 | $49K | Hold |
540
| – | – | 0.02% | 239 |
|
|
2018
Q3 | $53K | Sell |
540
-10
| -2% | -$925 | 0.02% | 256 |
|
|
2018
Q2 | $47K | Buy |
550
+250
| +83% | +$20.9K | 0.02% | 266 |
|
|
2018
Q1 | $24K | Sell |
300
-77
| -20% | -$6.35K | 0.01% | 295 |
|
|
2017
Q4 | $30K | Hold |
377
| – | – | 0.01% | 285 |
|
|
2017
Q3 | $29K | Sell |
377
-150
| -28% | -$12.5K | 0.01% | 291 |
|
|
2017
Q2 | $47K | Hold |
527
| – | – | 0.02% | 277 |
|
|
2017
Q1 | $42K | Hold |
527
| – | – | 0.01% | 286 |
|
|
2016
Q4 | $37K | Hold |
527
| – | – | 0.01% | 297 |
|
|
2016
Q3 | $46K | Sell |
527
-10
| -2% | -$871 | 0.02% | 284 |
|
|
2016
Q2 | $47K | Hold |
537
| – | – | 0.02% | 279 |
|
|
2016
Q1 | $40K | Sell |
537
-28
| -5% | -$2.11K | 0.02% | 286 |
|
|
2015
Q4 | $44K | Sell |
565
-40
| -7% | -$3.01K | 0.02% | 273 |
|
|
2015
Q3 | $40K | Sell |
605
-1
| -0.2% | -$74 | 0.02% | 289 |
|
|
2015
Q2 | $45K | Hold |
606
| – | – | 0.02% | 285 |
|
|
2015
Q1 | $48K | Buy |
606
+91
| +18% | +$6.9K | 0.02% | 286 |
|
|
2014
Q4 | $37K | Hold |
515
| – | – | 0.01% | 301 |
|
|
2014
Q3 | $32K | Hold |
515
| – | – | 0.01% | 305 |
|
|
2014
Q2 | $33K | Hold |
515
| – | – | 0.01% | 310 |
|
|
2014
Q1 | $32K | Hold |
515
| – | – | 0.01% | 313 |
|
|
2013
Q4 | $29K | Sell |
515
-315
| -38% | -$17.9K | 0.01% | 317 |
|
|
2013
Q3 | $44K | Buy |
830
+40
| +5% | +$2.15K | 0.02% | 272 |
|
|
2013
Q2 | $41K | Buy |
+790
| New | +$39.1K | 0.02% | 274 |
|
Other funds holding MDT
WA
Security National Trust's MDT Position: Q3 2021 in Review
Security National Trust held its Medtronic (MDT) position steady in Q3 2021 at 672 shares worth $83K. The position accounts for 0.02% of the portfolio, ranked #229.
Security National Trust first reported a position in MDT in Q2 2013 and has held it in 34 quarters since. The position peaked at $87K in Q4 2020. 2,024 funds tracked by Wall St. Rank hold MDT as of Q3 2021.
- Security National Trust held 672 shares of Medtronic worth $83K as of Q3 2021.
- Security National Trust left its Medtronic share count unchanged in Q3 2021.
- Medtronic made up 0.02% of Security National Trust's portfolio in Q3 2021, its #229 holding.
- Security National Trust first reported a position in Medtronic in Q2 2013 and has held it in 34 quarters since.
- Security National Trust's Medtronic position peaked at $87K in Q4 2020.
- 2,024 funds tracked by Wall St. Rank held Medtronic as of Q3 2021.
Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.