Spectrum Management Group’s Medtronic MDT Stock Holding History

Spectrum Management 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	-41	Closed	-$5K	–	375
2021 Q3	$5K	Buy	+41	New	+$5.31K	﹤0.01%	344
2020 Q4	–	Sell	-263	Closed	-$27K	–	250
2020 Q3	$27K	Buy	263 +200	+317%	+$20.1K	0.01%	168
2020 Q2	$6K	Buy	+63	New	+$6.04K	﹤0.01%	222
2019 Q2	–	Sell	-413	Closed	-$38K	–	257
2019 Q1	$38K	Buy	413 +322	+354%	+$28.8K	0.01%	150
2018 Q4	$8K	Sell	91 -55	-38%	-$5.14K	﹤0.01%	184
2018 Q3	$14K	Hold	146	–	–	﹤0.01%	177
2018 Q2	$13K	Buy	+146	New	+$12.2K	﹤0.01%	183
2017 Q4	–	Sell	-2	Closed	–	–	342
2017 Q3	$0	Buy	+2	New	+$166	﹤0.01%	417

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

Spectrum Management Group's MDT Position: Q4 2021 in Review

Spectrum Management Group sold out of Medtronic (MDT) in Q4 2021, closing a stake of 41 shares — an estimated $5K sold.

Spectrum Management Group first reported a position in MDT in Q3 2017 and held it in 8 quarters. The position peaked at $38K in Q1 2019. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

Spectrum Management Group reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
Spectrum Management Group sold 41 Medtronic shares in Q4 2021, an estimated $5K.
Spectrum Management Group first reported a position in Medtronic in Q3 2017 and held it in 8 quarters.
Spectrum Management Group's Medtronic position peaked at $38K in Q1 2019.
2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Spectrum Management Group's 13F filing for Q4 2021, filed 3 Feb 2022.