Swaine & Leidel Wealth Services’s Medtronic MDT Stock Holding History

Swaine & Leidel Wealth Services’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 Q2	–	Sell	-31,620	Closed	-$2.85M	–	56
2020 Q1	$2.85M	Buy	31,620 +1,078	+4%	+$115K	2.96%	12
2019 Q4	$3.46M	Buy	+30,542	New	+$3.35M	2.89%	6
2019 Q1	–	Sell	-18,323	Closed	-$1.68M	–	56
2018 Q4	$1.68M	Buy	+18,323	New	+$1.71M	2.68%	9

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Swaine & Leidel Wealth Services's MDT Position: Q2 2020 in Review

Swaine & Leidel Wealth Services sold out of Medtronic (MDT) in Q2 2020, closing a stake of 31,620 shares — an estimated $2.85M sold.

Swaine & Leidel Wealth Services first reported a position in MDT in Q4 2018 and held it in 3 quarters. The position peaked at $3.46M in Q4 2019. 1,759 funds tracked by Wall St. Rank hold MDT as of Q2 2020.

Swaine & Leidel Wealth Services reported no remaining Medtronic position as of Q2 2020 after selling out during the quarter.
Swaine & Leidel Wealth Services sold 31,620 Medtronic shares in Q2 2020, an estimated $2.85M.
Swaine & Leidel Wealth Services first reported a position in Medtronic in Q4 2018 and held it in 3 quarters.
Swaine & Leidel Wealth Services's Medtronic position peaked at $3.46M in Q4 2019.
1,759 funds tracked by Wall St. Rank held Medtronic as of Q2 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q2 2020, filed 5 Aug 2020.