SIM
MDT icon

Sonora Investment Management’s Medtronic MDT Stock Holding History

Sonora Investment Management’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
Q3 		$6.94M Buy
55,379
+4,697
+9% +$608K 0.87% 44
2021
Q2 		$6.29M Buy
50,682
+5,489
+12% +$689K 0.82% 45
2021
Q1 		$5.34M Buy
45,193
+4,272
+10% +$501K 0.42% 92
2020
Q4 		$4.79M Buy
40,921
+2,656
+7% +$292K 0.4% 86
2020
Q3 		$3.98M Buy
38,265
+6,677
+21% +$671K 0.37% 80
2020
Q2 		$2.9M Buy
31,588
+886
+3% +$85K 0.3% 94
2020
Q1 		$2.77M Sell
30,702
-19,770
-39% -$2.1M 0.33% 83
2019
Q4 		$5.73M Buy
50,472
+1,368
+3% +$150K 0.54% 67
2019
Q3 		$5.33M Buy
49,104
+14,286
+41% +$1.49M 0.56% 63
2019
Q2 		$3.39M Buy
34,818
+5,889
+20% +$538K 0.38% 86
2019
Q1 		$2.63M Buy
28,929
+4,166
+17% +$373K 0.32% 88
2018
Q4 		$2.25M Buy
24,763
+4,175
+20% +$390K 0.33% 85
2018
Q3 		$2.02M Buy
20,588
+7,660
+59% +$708K 0.28% 93
2018
Q2 		$1.11M Sell
12,928
-83
-0.6% -$6.93K 0.17% 109
2018
Q1 		$1.04M Buy
13,011
+2,734
+27% +$226K 0.17% 113
2017
Q4 		$830K Buy
10,277
+2,714
+36% +$217K 0.13% 122
2017
Q3 		$588K Buy
7,563
+3,614
+92% +$300K 0.1% 144
2017
Q2 		$350K Buy
3,949
+605
+18% +$51K 0.07% 157
2017
Q1 		$269K Buy
3,344
+2,080
+165% +$162K 0.05% 166
2016
Q4 		$90K Buy
1,264
+250
+25% +$19.6K 0.02% 230
2016
Q3 		$87.6K Buy
1,014
+513
+102% +$44.7K 0.02% 235
2016
Q2 		$43.5K Sell
501
-100
-17% -$8.09K 0.01% 286
2016
Q1 		$47.7K Hold
601
– – 0.01% 295
2015
Q4 		$46K Sell
601
-295
-33% -$22.2K 0.01% 241
2015
Q3 		$62K Buy
+896
New +$66K 0.02% 195

Other funds holding MDT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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

Sonora Investment Management's MDT Position: Q3 2021 in Review

Sonora Investment Management increased its Medtronic (MDT) stake by 9.3% in Q3 2021, buying an estimated $608K and bringing the position to 55,379 shares worth $6.94M. The position accounts for 0.87% of the portfolio, ranked #44.

Sonora Investment Management first reported a position in MDT in Q3 2015 and has held it in 25 quarters since. 2,024 funds tracked by Wall St. Rank hold MDT as of Q3 2021.

  • Sonora Investment Management held 55,379 shares of Medtronic worth $6.94M as of Q3 2021.
  • Sonora Investment Management bought 4,697 Medtronic shares in Q3 2021, an estimated $608K.
  • Medtronic made up 0.87% of Sonora Investment Management's portfolio in Q3 2021, its #44 holding.
  • Sonora Investment Management first reported a position in Medtronic in Q3 2015 and has held it in 25 quarters since.
  • 2,024 funds tracked by Wall St. Rank held Medtronic as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.