Sullivan, Bruyette, Speros & Blaney’s Medtronic MDT Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 Q1	$229K	Sell	1,936 -600	-24%	-$70.3K	0.01%	286
2020 Q4	$297K	Sell	2,536 -116	-4%	-$12.8K	0.01%	228
2020 Q3	$276K	Buy	2,652 +125	+5%	+$12.6K	0.02%	214
2020 Q2	$232K	Sell	2,527 -20	-0.8%	-$1.92K	0.01%	215
2020 Q1	$230K	Sell	2,547 -255	-9%	-$27.1K	0.02%	194
2019 Q4	$318K	Sell	2,802 -102	-4%	-$11.2K	0.02%	188
2019 Q3	$315K	Buy	2,904 +318	+12%	+$33.2K	0.02%	177
2019 Q2	$252K	Buy	2,586 +85	+3%	+$7.76K	0.02%	199
2019 Q1	$228K	Buy	+2,501	New	+$224K	0.01%	197

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's MDT Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its Medtronic (MDT) stake by 24% in Q1 2021, selling an estimated $70.3K and leaving 1,936 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #286.

Sullivan, Bruyette, Speros & Blaney first reported a position in MDT in Q1 2019 and has held it in 9 quarters since. The position peaked at $318K in Q4 2019. 1,977 funds tracked by Wall St. Rank hold MDT as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 1,936 shares of Medtronic worth $229K as of Q1 2021.
Sullivan, Bruyette, Speros & Blaney sold 600 Medtronic shares in Q1 2021, an estimated $70.3K.
Medtronic made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #286 holding.
Sullivan, Bruyette, Speros & Blaney first reported a position in Medtronic in Q1 2019 and has held it in 9 quarters since.
Sullivan, Bruyette, Speros & Blaney's Medtronic position peaked at $318K in Q4 2019.
1,977 funds tracked by Wall St. Rank held Medtronic as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.