tru Independence’s Medtronic MDT Stock Holding History

tru Independence’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 Q3	–	Sell	-683	Closed	-$84K	–	283
2021 Q2	$84K	Buy	+683	New	+$85.8K	0.02%	147
2021 Q1	–	Sell	-5,218	Closed	-$3.54K	–	537
2020 Q4	$3.54K	Buy	5,218 +594	+13%	+$65.4K	0.01%	306
2020 Q3	$480K	Sell	4,624 -1,626	-26%	-$163K	0.14%	119
2020 Q2	$2.88K	Buy	6,250 +96	+2%	+$9.21K	0.42%	64
2020 Q1	$554	Hold	6,154	–	–	0.09%	138
2019 Q4	$554K	Buy	+6,154	New	+$675K	0.08%	155

Other funds holding MDT

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

tru Independence's MDT Position: Q3 2021 in Review

tru Independence sold out of Medtronic (MDT) in Q3 2021, closing a stake of 683 shares — an estimated $84K sold.

tru Independence first reported a position in MDT in Q4 2019 and held it in 6 quarters. The position peaked at $554K in Q4 2019. 2,023 funds tracked by Wall St. Rank hold MDT as of Q3 2021.

tru Independence reported no remaining Medtronic position as of Q3 2021 after selling out during the quarter.
tru Independence sold 683 Medtronic shares in Q3 2021, an estimated $84K.
tru Independence first reported a position in Medtronic in Q4 2019 and held it in 6 quarters.
tru Independence's Medtronic position peaked at $554K in Q4 2019.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.