Taylor Hoffman Wealth Management’s Medtronic MDT Stock Holding History

Taylor Hoffman 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 Q3	–	Sell	-770	Closed	-$71K	–	256
2020 Q2	$71K	Buy	+770	New	+$73.8K	0.04%	173
2020 Q1	–	Sell	-770	Closed	-$87K	–	266
2019 Q4	$87K	Hold	770	–	–	0.06%	174
2019 Q3	$84K	Hold	770	–	–	0.06%	171
2019 Q2	$75K	Hold	770	–	–	0.06%	168
2019 Q1	$70K	Sell	770 -15	-2%	-$1.34K	0.05%	169
2018 Q4	$71K	Buy	785 +250	+47%	+$23.4K	0.06%	150
2018 Q3	$53K	Hold	535	–	–	0.04%	183
2018 Q2	$46K	Hold	535	–	–	0.04%	183
2018 Q1	$43K	Hold	535	–	–	0.04%	195
2017 Q4	$43K	Buy	+535	New	+$42.8K	0.04%	197

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Taylor Hoffman Wealth Management's MDT Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Medtronic (MDT) in Q3 2020, closing a stake of 770 shares — an estimated $71K sold.

Taylor Hoffman Wealth Management first reported a position in MDT in Q4 2017 and held it in 10 quarters. The position peaked at $87K in Q4 2019. 1,810 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Medtronic position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 770 Medtronic shares in Q3 2020, an estimated $71K.
Taylor Hoffman Wealth Management first reported a position in Medtronic in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Medtronic position peaked at $87K in Q4 2019.
1,810 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.