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Stuart Chaussee & Associates’s Medtronic MDT Stock Holding History

Stuart Chaussee & Associates’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
-66
Closed -$7K – 180
2021
Q4 		$7K Hold
66
– – ﹤0.01% 141
2021
Q3 		$8K Hold
66
– – 0.01% 115
2021
Q2 		$8K Hold
66
– – ﹤0.01% 123
2021
Q1 		$8K Buy
+66
New +$7.74K ﹤0.01% 139
2020
Q1 		– Sell
-250
Closed -$28K – 101
2019
Q4 		$28K Hold
250
– – 0.02% 53
2019
Q3 		$27K Hold
250
– – 0.02% 56
2019
Q2 		$24K Sell
250
-275
-52% -$25.1K 0.01% 60
2019
Q1 		$48K Buy
+525
New +$47K 0.03% 46

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

Stuart Chaussee & Associates's MDT Position: Q1 2022 in Review

Stuart Chaussee & Associates sold out of Medtronic (MDT) in Q1 2022, closing a stake of 66 shares — an estimated $7K sold.

Stuart Chaussee & Associates first reported a position in MDT in Q1 2019 and held it in 8 quarters. The position peaked at $48K in Q1 2019. 2,101 funds tracked by Wall St. Rank hold MDT as of Q1 2022.

  • Stuart Chaussee & Associates reported no remaining Medtronic position as of Q1 2022 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 66 Medtronic shares in Q1 2022, an estimated $7K.
  • Stuart Chaussee & Associates first reported a position in Medtronic in Q1 2019 and held it in 8 quarters.
  • Stuart Chaussee & Associates's Medtronic position peaked at $48K in Q1 2019.
  • 2,101 funds tracked by Wall St. Rank held Medtronic as of Q1 2022.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2022, filed 12 Apr 2022.