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Whitegate Investment Counselors’s Medtronic MDT Stock Holding History

Whitegate Investment Counselors’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
-9,905
Closed -$1.24M – 148
2021
Q3 		$1.24M Hold
9,905
– – 0.18% 104
2021
Q2 		$1.23M Hold
9,905
– – 0.17% 104
2021
Q1 		$1.17M Sell
9,905
-150
-1% -$17.6K 0.18% 104
2020
Q4 		$1.18M Hold
10,055
– – 0.19% 96
2020
Q3 		$1.04M Sell
10,055
-25
-0.2% -$2.51K 0.19% 98
2020
Q2 		$924K Buy
10,080
+375
+4% +$36K 0.18% 99
2020
Q1 		$875K Hold
9,705
– – 0.21% 93
2019
Q4 		$1.1M Sell
9,705
-140
-1% -$15.4K 0.2% 98
2019
Q3 		$1.07M Sell
9,845
-85
-0.9% -$8.87K 0.21% 98
2019
Q2 		$967K Buy
9,930
+200
+2% +$18.3K 0.19% 99
2019
Q1 		$886K Buy
9,730
+1,600
+20% +$143K 0.18% 103
2018
Q4 		$740K Sell
8,130
-20
-0.2% -$1.87K 0.17% 109
2018
Q3 		$802K Hold
8,150
– – 0.16% 109
2018
Q2 		$698K Hold
8,150
– – 0.14% 117
2018
Q1 		$654K Sell
8,150
-80
-1% -$6.6K 0.14% 117
2017
Q4 		$665K Buy
8,230
+80
+1% +$6.41K 0.14% 116
2017
Q3 		$634K Sell
8,150
-500
-6% -$41.5K 0.14% 118
2017
Q2 		$768K Sell
8,650
-150
-2% -$12.6K 0.17% 106
2017
Q1 		$709K Sell
8,800
-2,870
-25% -$224K 0.17% 106
2016
Q4 		$831K Sell
11,670
-2,178
-16% -$171K 0.22% 89
2016
Q3 		$1.2M Sell
13,848
-500
-3% -$43.6K 0.33% 81
2016
Q2 		$1.25M Buy
+14,348
New +$1.16M 0.35% 80
2014
Q1 		$1.19M Buy
+15,848
New +$923K 0.33% 81

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

Whitegate Investment Counselors's MDT Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Medtronic (MDT) in Q4 2021, closing a stake of 9,905 shares — an estimated $1.24M sold.

Whitegate Investment Counselors first reported a position in MDT in Q1 2014 and held it in 23 quarters. The position peaked at $1.25M in Q2 2016. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 9,905 Medtronic shares in Q4 2021, an estimated $1.24M.
  • Whitegate Investment Counselors first reported a position in Medtronic in Q1 2014 and held it in 23 quarters.
  • Whitegate Investment Counselors's Medtronic position peaked at $1.25M in Q2 2016.
  • 2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.