SWP
MDT icon

ShoreHaven Wealth Partners’s Medtronic MDT Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-443
Closed -$53K – 173
2021
Q1 		$53K Buy
443
+146
+49% +$17.1K 0.03% 115
2020
Q4 		$35K Buy
+297
New +$32.7K 0.02% 127

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ShoreHaven Wealth Partners's MDT Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Medtronic (MDT) in Q2 2021, closing a stake of 443 shares — an estimated $53K sold.

ShoreHaven Wealth Partners first reported a position in MDT in Q4 2020 and held it in 2 quarters. The position peaked at $53K in Q1 2021. 2,005 funds tracked by Wall St. Rank hold MDT as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Medtronic position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 443 Medtronic shares in Q2 2021, an estimated $53K.
  • ShoreHaven Wealth Partners first reported a position in Medtronic in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Medtronic position peaked at $53K in Q1 2021.
  • 2,005 funds tracked by Wall St. Rank held Medtronic as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.