Acorn Financial Advisory Services’s Medtronic MDT Stock Holding History

Acorn Financial Advisory Services’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
2022 Q2	–	Sell	-1,820	Closed	-$202K	–	217
2022 Q1	$202K	Buy	+1,820	New	+$192K	0.04%	216
2021 Q4	–	Sell	-1,752	Closed	-$220K	–	219
2021 Q3	$220K	Buy	+1,752	New	+$227K	0.07%	203

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorn Financial Advisory Services's MDT Position: Q2 2022 in Review

Acorn Financial Advisory Services sold out of Medtronic (MDT) in Q2 2022, closing a stake of 1,820 shares — an estimated $202K sold.

Acorn Financial Advisory Services first reported a position in MDT in Q3 2021 and held it in 2 quarters. The position peaked at $220K in Q3 2021. 2,022 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Acorn Financial Advisory Services reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
Acorn Financial Advisory Services sold 1,820 Medtronic shares in Q2 2022, an estimated $202K.
Acorn Financial Advisory Services first reported a position in Medtronic in Q3 2021 and held it in 2 quarters.
Acorn Financial Advisory Services's Medtronic position peaked at $220K in Q3 2021.
2,022 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2022, filed 12 Jul 2022.