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Sterling Financial Planning’s Medtronic MDT Stock Holding History

Sterling Financial Planning’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
-734
Closed -$92K – 270
2021
Q3 		$92K Hold
734
– – 0.06% 133
2021
Q2 		$91K Hold
734
– – 0.06% 123
2021
Q1 		$87K Hold
734
– – 0.06% 113
2020
Q4 		$86K Buy
+734
New +$80.8K 0.07% 110

Other funds holding MDT

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sterling Financial Planning's MDT Position: Q4 2021 in Review

Sterling Financial Planning sold out of Medtronic (MDT) in Q4 2021, closing a stake of 734 shares — an estimated $92K sold.

Sterling Financial Planning first reported a position in MDT in Q4 2020 and held it in 4 quarters. The position peaked at $92K in Q3 2021. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

  • Sterling Financial Planning reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 734 Medtronic shares in Q4 2021, an estimated $92K.
  • Sterling Financial Planning first reported a position in Medtronic in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Medtronic position peaked at $92K in Q3 2021.
  • 2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.