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Stonebridge Financial Planning Group’s Medtronic MDT Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-300
Closed -$31K – 263
2021
Q4 		$31K Hold
300
– – 0.02% 259
2021
Q3 		$36K Hold
300
– – 0.02% 247
2021
Q2 		$38K Hold
300
– – 0.02% 235
2021
Q1 		$37K Hold
300
– – 0.02% 234
2020
Q4 		$35K Hold
300
– – 0.02% 229
2020
Q3 		$33K Hold
300
– – 0.02% 223
2020
Q2 		$28K Hold
300
– – 0.02% 228
2020
Q1 		$30K Hold
300
– – 0.03% 206
2019
Q4 		$34K Buy
+300
New +$32.9K 0.03% 193

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Stonebridge Financial Planning Group's MDT Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Medtronic (MDT) in Q1 2022, closing a stake of 300 shares — an estimated $31K sold.

Stonebridge Financial Planning Group first reported a position in MDT in Q4 2019 and held it in 9 quarters. The position peaked at $38K in Q2 2021. 2,101 funds tracked by Wall St. Rank hold MDT as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Medtronic position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 300 Medtronic shares in Q1 2022, an estimated $31K.
  • Stonebridge Financial Planning Group first reported a position in Medtronic in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Medtronic position peaked at $38K in Q2 2021.
  • 2,101 funds tracked by Wall St. Rank held Medtronic as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.