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Wealth Quarterback’s Medtronic MDT Stock Holding History

Wealth Quarterback’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 		$145K Buy
9,046
+7,872
+671% +$1.02M 0.1% 135
2021
Q2 		$146K Buy
+1,174
New +$147K 0.09% 142
2020
Q2 		– Sell
-1,218
Closed -$110K – 492
2020
Q1 		$110K Sell
1,218
-46,858
-97% -$4.99M 0.1% 145
2019
Q4 		$120K Buy
+48,076
New +$5.28M 0.1% 146

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

Wealth Quarterback's MDT Position: Q3 2021 in Review

Wealth Quarterback increased its Medtronic (MDT) stake by 671% in Q3 2021, buying an estimated $1.02M and bringing the position to 9,046 shares worth $145K. The position accounts for 0.1% of the portfolio, ranked #135.

Wealth Quarterback first reported a position in MDT in Q4 2019 and has held it in 4 quarters since. The position peaked at $146K in Q2 2021. 2,023 funds tracked by Wall St. Rank hold MDT as of Q3 2021.

  • Wealth Quarterback held 9,046 shares of Medtronic worth $145K as of Q3 2021.
  • Wealth Quarterback bought 7,872 Medtronic shares in Q3 2021, an estimated $1.02M.
  • Medtronic made up 0.1% of Wealth Quarterback's portfolio in Q3 2021, its #135 holding.
  • Wealth Quarterback first reported a position in Medtronic in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Medtronic position peaked at $146K in Q2 2021.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.