SWS Partners’s Medtronic MDT Stock Holding History

SWS Partners’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 Q4	–	Sell	-17,339	Closed	-$2.17M	–	85
2021 Q3	$2.17M	Buy	17,339 +1,774	+11%	+$230K	1.35%	30
2021 Q2	$1.93M	Sell	15,565 -170	-1%	-$21.3K	1.26%	35
2021 Q1	$1.86M	Buy	15,735 +1,368	+10%	+$160K	1.28%	31
2020 Q4	$1.68M	Sell	14,367 -318	-2%	-$35K	0.75%	50
2020 Q3	$1.53M	Buy	14,685 +1,487	+11%	+$149K	0.76%	40
2020 Q2	$1.27M	Sell	13,198 -248	-2%	-$23.8K	1.62%	18
2020 Q1	$1.21M	Buy	+13,446	New	+$1.43M	0.87%	36
2019 Q3	$1.5M	Sell	13,486 -2,082	-13%	-$217K	0.89%	42
2019 Q2	$1.58M	Buy	+15,568	New	+$1.42M	1%	37
2018 Q1	–	Sell	-17	Closed	-$1.4K	–	342
2017 Q4	$1K	Buy	+17	New	+$1.36K	﹤0.01%	386

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

SWS Partners's MDT Position: Q4 2021 in Review

SWS Partners sold out of Medtronic (MDT) in Q4 2021, closing a stake of 17,339 shares — an estimated $2.17M sold.

SWS Partners first reported a position in MDT in Q4 2017 and held it in 10 quarters. The position peaked at $2.17M in Q3 2021. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

SWS Partners reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
SWS Partners sold 17,339 Medtronic shares in Q4 2021, an estimated $2.17M.
SWS Partners first reported a position in Medtronic in Q4 2017 and held it in 10 quarters.
SWS Partners's Medtronic position peaked at $2.17M in Q3 2021.
2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on SWS Partners's 13F filing for Q4 2021, filed 25 Jan 2022.