Squar Milner Financial Services’s Medtronic MDT Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-8,882	Closed	-$814K	–	114
2020 Q2	$814K	Buy	8,882 +769	+9%	+$73.7K	0.46%	52
2020 Q1	$731K	Buy	8,113 +368	+5%	+$39.1K	0.44%	42
2019 Q4	$878K	Buy	7,745 +97	+1%	+$10.6K	0.44%	38
2019 Q3	$795K	Buy	7,648 +3,506	+85%	+$366K	0.41%	65
2019 Q2	$403K	Buy	4,142 +1,392	+51%	+$127K	0.27%	87
2019 Q1	$250K	Buy	2,750 +275	+11%	+$24.6K	0.18%	133
2018 Q4	$225K	Buy	2,475 +49	+2%	+$4.58K	0.22%	118
2018 Q3	$239K	Sell	2,426 -31	-1%	-$2.87K	0.22%	127
2018 Q2	$210K	Buy	+2,457	New	+$205K	0.19%	149

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Squar Milner Financial Services's MDT Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Medtronic (MDT) in Q3 2020, closing a stake of 8,882 shares — an estimated $814K sold.

Squar Milner Financial Services first reported a position in MDT in Q2 2018 and held it in 9 quarters. The position peaked at $878K in Q4 2019. 1,811 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

Squar Milner Financial Services reported no remaining Medtronic position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 8,882 Medtronic shares in Q3 2020, an estimated $814K.
Squar Milner Financial Services first reported a position in Medtronic in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's Medtronic position peaked at $878K in Q4 2019.
1,811 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.