ACT Advisors’s Medtronic MDT Stock Holding History

ACT Advisors’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 Q3	–	Sell	-3,499	Closed	-$314K	–	30
2022 Q2	$314K	Sell	3,499 -674	-16%	-$68.3K	0.23%	23
2022 Q1	$463K	Buy	4,173 +10	+0.2%	+$1.06K	0.3%	20
2021 Q4	$431K	Buy	4,163 +9	+0.2%	+$1.04K	0.32%	25
2021 Q3	$521K	Sell	4,154 -150	-3%	-$19.4K	0.4%	22
2021 Q2	$546K	Hold	4,304	–	–	0.41%	23
2021 Q1	$565K	Sell	4,304 -25	-0.6%	-$2.93K	0.45%	22
2020 Q4	$507K	Buy	+4,329	New	+$477K	0.46%	21

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ACT Advisors's MDT Position: Q3 2022 in Review

ACT Advisors sold out of Medtronic (MDT) in Q3 2022, closing a stake of 3,499 shares — an estimated $314K sold.

ACT Advisors first reported a position in MDT in Q4 2020 and held it in 7 quarters. The position peaked at $565K in Q1 2021. 1,931 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

ACT Advisors reported no remaining Medtronic position as of Q3 2022 after selling out during the quarter.
ACT Advisors sold 3,499 Medtronic shares in Q3 2022, an estimated $314K.
ACT Advisors first reported a position in Medtronic in Q4 2020 and held it in 7 quarters.
ACT Advisors's Medtronic position peaked at $565K in Q1 2021.
1,931 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on ACT Advisors's 13F filing for Q3 2022, filed 6 Oct 2022.