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Wealthspire Advisors (Maryland)’s Medtronic MDT Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.02M Buy
9,788
+619
+7% +$62.2K 0.04% 189
2020
Q2 		$841K Buy
9,169
+38
+0.4% +$3.64K 0.06% 181
2020
Q1 		$823K Buy
9,131
+626
+7% +$66.6K 0.07% 163
2019
Q4 		$965K Sell
8,505
-759
-8% -$83.3K 0.06% 179
2019
Q3 		$1.01M Buy
9,264
+1,115
+14% +$116K 0.07% 142
2019
Q2 		$794K Sell
8,149
-830
-9% -$75.8K 0.06% 171
2019
Q1 		$818K Sell
8,979
-368
-4% -$32.9K 0.06% 160
2018
Q4 		$850K Sell
9,347
-438
-4% -$40.9K 0.08% 136
2018
Q3 		$963K Buy
9,785
+534
+6% +$49.4K 0.08% 144
2018
Q2 		$792K Buy
9,251
+622
+7% +$52K 0.07% 164
2018
Q1 		$692K Sell
8,629
-1,640
-16% -$135K 0.07% 184
2017
Q4 		$829K Buy
10,269
+1,014
+11% +$81.2K 0.08% 160
2017
Q3 		$720K Sell
9,255
-254
-3% -$21.1K 0.08% 170
2017
Q2 		$844K Buy
9,509
+1,159
+14% +$97.7K 0.1% 139
2017
Q1 		$673K Sell
8,350
-852
-9% -$66.6K 0.1% 138
2016
Q4 		$655K Buy
9,202
+4,097
+80% +$322K 0.1% 136
2016
Q3 		$441K Sell
5,105
-147
-3% -$12.8K 0.07% 191
2016
Q2 		$456K Sell
5,252
-701
-12% -$56.7K 0.08% 176
2016
Q1 		$446K Sell
5,953
-69
-1% -$5.2K 0.08% 172
2015
Q4 		$463K Buy
+6,022
New +$453K 0.09% 165

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MDT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Medtronic (MDT) stake by 6.8% in Q3 2020, buying an estimated $62.2K and bringing the position to 9,788 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #189.

Wealthspire Advisors (Maryland) first reported a position in MDT in Q4 2015 and has held it in 20 quarters since. 1,810 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 9,788 shares of Medtronic worth $1.02M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 619 Medtronic shares in Q3 2020, an estimated $62.2K.
  • Medtronic made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #189 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Medtronic in Q4 2015 and has held it in 20 quarters since.
  • 1,810 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.