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WealthTrust Axiom’s Medtronic MDT Stock Holding History

WealthTrust Axiom’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
-2,035
Closed -$255K – 273
2021
Q3 		$255K Hold
2,035
– – 0.09% 189
2021
Q2 		$252K Hold
2,035
– – 0.08% 200
2021
Q1 		$240K Buy
2,035
+125
+7% +$14.7K 0.08% 192
2020
Q4 		$223K Buy
+1,910
New +$210K 0.08% 192
2020
Q1 		– Sell
-1,792
Closed -$203K – 215
2019
Q4 		$203K Buy
+1,792
New +$197K 0.07% 195

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

WealthTrust Axiom's MDT Position: Q4 2021 in Review

WealthTrust Axiom sold out of Medtronic (MDT) in Q4 2021, closing a stake of 2,035 shares — an estimated $255K sold.

WealthTrust Axiom first reported a position in MDT in Q4 2019 and held it in 5 quarters. The position peaked at $255K in Q3 2021. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

  • WealthTrust Axiom reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
  • WealthTrust Axiom sold 2,035 Medtronic shares in Q4 2021, an estimated $255K.
  • WealthTrust Axiom first reported a position in Medtronic in Q4 2019 and held it in 5 quarters.
  • WealthTrust Axiom's Medtronic position peaked at $255K in Q3 2021.
  • 2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on WealthTrust Axiom's 13F filing for Q4 2021, filed 2 Feb 2022.