Tru Independence Asset Management 2’s Medtronic MDT Stock Holding History

Tru Independence Asset Management 2’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	-15,123	Closed	-$1.9M	–	137
2021 Q3	$1.9M	Buy	15,123 +1,896	+14%	+$245K	1.34%	16
2021 Q2	$1.64M	Buy	13,227 +2,856	+28%	+$359K	1.12%	22
2021 Q1	$1.23M	Buy	10,371 +2,104	+25%	+$247K	0.97%	25
2020 Q4	$968K	Buy	+8,267	New	+$910K	0.82%	31

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

Tru Independence Asset Management 2's MDT Position: Q4 2021 in Review

Tru Independence Asset Management 2 sold out of Medtronic (MDT) in Q4 2021, closing a stake of 15,123 shares — an estimated $1.9M sold.

Tru Independence Asset Management 2 first reported a position in MDT in Q4 2020 and held it in 4 quarters. The position peaked at $1.9M in Q3 2021. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

Tru Independence Asset Management 2 reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
Tru Independence Asset Management 2 sold 15,123 Medtronic shares in Q4 2021, an estimated $1.9M.
Tru Independence Asset Management 2 first reported a position in Medtronic in Q4 2020 and held it in 4 quarters.
Tru Independence Asset Management 2's Medtronic position peaked at $1.9M in Q3 2021.
2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q4 2021, filed 20 Jan 2022.