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Watchman Group’s Medtronic MDT Stock Holding History

Watchman Group’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
-8,523
Closed -$1.06M – 76
2021
Q2 		$1.06M Sell
8,523
-1,155
-12% -$145K 0.62% 52
2021
Q1 		$1.14M Sell
9,678
-187
-2% -$21.9K 0.7% 50
2020
Q4 		$1.16M Sell
9,865
-530
-5% -$58.3K 0.77% 50
2020
Q3 		$1.08M Buy
10,395
+390
+4% +$39.2K 0.8% 52
2020
Q2 		$917K Sell
10,005
-780
-7% -$74.8K 0.76% 51
2020
Q1 		$973K Sell
10,785
-430
-4% -$45.7K 1% 44
2019
Q4 		$1.27M Buy
+11,215
New +$1.23M 0.95% 45

Other funds holding MDT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Watchman Group's MDT Position: Q3 2021 in Review

Watchman Group sold out of Medtronic (MDT) in Q3 2021, closing a stake of 8,523 shares — an estimated $1.06M sold.

Watchman Group first reported a position in MDT in Q4 2019 and held it in 7 quarters. The position peaked at $1.27M in Q4 2019. 2,023 funds tracked by Wall St. Rank hold MDT as of Q3 2021.

  • Watchman Group reported no remaining Medtronic position as of Q3 2021 after selling out during the quarter.
  • Watchman Group sold 8,523 Medtronic shares in Q3 2021, an estimated $1.06M.
  • Watchman Group first reported a position in Medtronic in Q4 2019 and held it in 7 quarters.
  • Watchman Group's Medtronic position peaked at $1.27M in Q4 2019.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q3 2021.

Based on Watchman Group's 13F filing for Q3 2021, filed 9 Nov 2021.