Summit Wealth Group’s Medtronic MDT Stock Holding History

Summit Wealth 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
2021 Q3	–	Sell	-123	Closed	-$15K	–	150
2021 Q2	$15K	Buy	123 +27	+28%	+$3.39K	0.02%	89
2021 Q1	$11K	Buy	+96	New	+$11.3K	0.02%	98

Other funds holding MDT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 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

Summit Wealth Group's MDT Position: Q3 2021 in Review

Summit Wealth Group sold out of Medtronic (MDT) in Q3 2021, closing a stake of 123 shares — an estimated $15K sold.

Summit Wealth Group first reported a position in MDT in Q1 2021 and held it in 2 quarters. The position peaked at $15K in Q2 2021. 2,023 funds tracked by Wall St. Rank hold MDT as of Q3 2021.

Summit Wealth Group reported no remaining Medtronic position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 123 Medtronic shares in Q3 2021, an estimated $15K.
Summit Wealth Group first reported a position in Medtronic in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Medtronic position peaked at $15K in Q2 2021.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.