SWM
MDT icon

SVA Wealth Management’s Medtronic MDT Stock Holding History

SVA Wealth Management’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
2020
Q4 		$4.11M Sell
35,116
-3,161
-8% -$348K 0.36% 56
2020
Q3 		$3.98M Sell
38,277
-20,437
-35% -$2.05M 0.39% 56
2020
Q2 		$5.38M Sell
58,714
-64
-0.1% -$6.14K 0.57% 41
2020
Q1 		$5.3M Buy
58,778
+1,376
+2% +$146K 0.61% 34
2019
Q4 		$6.51M Sell
57,402
-1,679
-3% -$184K 0.6% 37
2019
Q3 		$6.42M Sell
59,081
-498
-0.8% -$52K 0.63% 34
2019
Q2 		$5.8M Sell
59,579
-16,044
-21% -$1.46M 0.57% 39
2019
Q1 		$6.89M Buy
75,623
+2,864
+4% +$256K 0.67% 36
2018
Q4 		$6.62M Buy
72,759
+4,421
+6% +$413K 0.74% 32
2018
Q3 		$6.72M Buy
68,338
+2,432
+4% +$225K 0.68% 40
2018
Q2 		$5.64M Buy
65,906
+16,387
+33% +$1.37M 0.61% 48
2018
Q1 		$3.85M Sell
49,519
-2,700
-5% -$223K 0.48% 59
2017
Q4 		$4.22M Buy
52,219
+2,700
+5% +$216K 0.49% 53
2017
Q3 		$3.85M Buy
49,519
+89
+0.2% +$7.39K 0.48% 59
2017
Q2 		$4.39M Buy
49,430
+892
+2% +$75.2K 0.57% 55
2017
Q1 		$3.91M Sell
48,538
-603
-1% -$47.1K 0.53% 58
2016
Q4 		$3.5M Sell
49,141
-3,798
-7% -$298K 0.52% 63
2016
Q3 		$4.57M Buy
52,939
+4,226
+9% +$368K 0.71% 47
2016
Q2 		$4.23M Buy
48,713
+355
+0.7% +$28.7K 0.68% 46
2016
Q1 		$3.63M Buy
48,358
+3,550
+8% +$267K 0.6% 53
2015
Q4 		$3.45M Buy
44,808
+235
+0.5% +$17.7K 0.6% 60
2015
Q3 		$2.98M Buy
44,573
+2,941
+7% +$217K 0.56% 63
2015
Q2 		$3.08M Buy
41,632
+392
+1% +$29.9K 0.57% 61
2015
Q1 		$3.22M Buy
41,240
+34,601
+521% +$2.62M 0.59% 61
2014
Q4 		$479K Buy
6,639
+1,238
+23% +$86K 0.17% 117
2014
Q3 		$335K Buy
5,401
+225
+4% +$14.3K 0.14% 127
2014
Q2 		$330K Buy
5,176
+637
+14% +$38.7K 0.14% 123
2014
Q1 		$279K Buy
+4,539
New +$264K 0.13% 128

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SVA Wealth Management's MDT Position: Q4 2020 in Review

SVA Wealth Management reduced its Medtronic (MDT) stake by 8.3% in Q4 2020, selling an estimated $348K and leaving 35,116 shares worth $4.11M. The position accounts for 0.36% of the portfolio, ranked #56.

SVA Wealth Management first reported a position in MDT in Q1 2014 and has held it in 28 quarters since. The position peaked at $6.89M in Q1 2019. 1,957 funds tracked by Wall St. Rank hold MDT as of Q4 2020.

  • SVA Wealth Management held 35,116 shares of Medtronic worth $4.11M as of Q4 2020.
  • SVA Wealth Management sold 3,161 Medtronic shares in Q4 2020, an estimated $348K.
  • Medtronic made up 0.36% of SVA Wealth Management's portfolio in Q4 2020, its #56 holding.
  • SVA Wealth Management first reported a position in Medtronic in Q1 2014 and has held it in 28 quarters since.
  • SVA Wealth Management's Medtronic position peaked at $6.89M in Q1 2019.
  • 1,957 funds tracked by Wall St. Rank held Medtronic as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.