Walled Lake Planning & Wealth Management’s Medtronic MDT Stock Holding History

Walled Lake Planning & 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	-126	Closed	-$16K	–	230
2021 Q3	$16K	Buy	126 +1	+0.8%	+$129	0.01%	235
2021 Q2	$16K	Hold	125	–	–	0.01%	218
2021 Q1	$15K	Buy	125 +1	+0.8%	+$117	0.01%	215
2020 Q4	$15K	Sell	124 -39	-24%	-$4.29K	0.01%	198
2020 Q3	$17K	Buy	163 +1	+0.6%	+$100	0.01%	180
2020 Q2	$15K	Buy	162 +40	+33%	+$3.84K	0.01%	175
2020 Q1	$11K	Hold	122	–	–	0.01%	181
2019 Q4	$14K	Buy	+122	New	+$13.4K	0.01%	178

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

Walled Lake Planning & Wealth Management's MDT Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Medtronic (MDT) in Q4 2021, closing a stake of 126 shares — an estimated $16K sold.

Walled Lake Planning & Wealth Management first reported a position in MDT in Q4 2019 and held it in 8 quarters. The position peaked at $17K in Q3 2020. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 126 Medtronic shares in Q4 2021, an estimated $16K.
Walled Lake Planning & Wealth Management first reported a position in Medtronic in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Medtronic position peaked at $17K in Q3 2020.
2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.