TWM
MDT icon

Titus Wealth Management’s Medtronic MDT Stock Holding History

Titus 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
2021
Q4 		– Sell
-1,686
Closed -$212K – 176
2021
Q3 		$212K Buy
1,686
+47
+3% +$6.08K 0.11% 151
2021
Q2 		$203K Buy
+1,639
New +$206K 0.11% 148
2018
Q3 		– Sell
-3,090
Closed -$265K – 102
2018
Q2 		$265K Sell
3,090
-1,097
-26% -$91.6K 0.28% 69
2018
Q1 		$256K Buy
4,187
+1,138
+37% +$93.9K 0.25% 63
2017
Q4 		$246K Buy
+3,049
New +$244K 0.28% 60

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Titus Wealth Management's MDT Position: Q4 2021 in Review

Titus Wealth Management sold out of Medtronic (MDT) in Q4 2021, closing a stake of 1,686 shares — an estimated $212K sold.

Titus Wealth Management first reported a position in MDT in Q4 2017 and held it in 5 quarters. The position peaked at $265K in Q2 2018. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

  • Titus Wealth Management reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
  • Titus Wealth Management sold 1,686 Medtronic shares in Q4 2021, an estimated $212K.
  • Titus Wealth Management first reported a position in Medtronic in Q4 2017 and held it in 5 quarters.
  • Titus Wealth Management's Medtronic position peaked at $265K in Q2 2018.
  • 2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Titus Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.