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WealthStone’s Medtronic MDT Stock Holding History

WealthStone’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
Q1 		$614K Buy
5,206
+346
+7% +$40.6K 0.21% 74
2020
Q4 		$569K Sell
4,860
-327
-6% -$36K 0.2% 71
2020
Q3 		$539K Buy
5,187
+805
+18% +$80.8K 0.25% 61
2020
Q2 		$402K Buy
+4,382
New +$420K 0.19% 78
2019
Q3 		– Sell
-14,943
Closed -$1.46M – 375
2019
Q2 		$1.46M Buy
+14,943
New +$1.36M 0.65% 27

Other funds holding MDT

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthStone's MDT Position: Q1 2021 in Review

WealthStone increased its Medtronic (MDT) stake by 7.1% in Q1 2021, buying an estimated $40.6K and bringing the position to 5,206 shares worth $614K. The position accounts for 0.21% of the portfolio, ranked #74.

WealthStone first reported a position in MDT in Q2 2019 and has held it in 5 quarters since. The position peaked at $1.46M in Q2 2019. 1,976 funds tracked by Wall St. Rank hold MDT as of Q1 2021.

  • WealthStone held 5,206 shares of Medtronic worth $614K as of Q1 2021.
  • WealthStone bought 346 Medtronic shares in Q1 2021, an estimated $40.6K.
  • Medtronic made up 0.21% of WealthStone's portfolio in Q1 2021, its #74 holding.
  • WealthStone first reported a position in Medtronic in Q2 2019 and has held it in 5 quarters since.
  • WealthStone's Medtronic position peaked at $1.46M in Q2 2019.
  • 1,976 funds tracked by Wall St. Rank held Medtronic as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.