Adams Chetwood Wealth Management’s Medtronic MDT Stock Holding History

Adams Chetwood Wealth Management’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 Q1	$951K	Buy	8,575 +1,460	+21%	+$154K	0.54%	36
2021 Q4	$736K	Buy	7,115 +10	+0.1%	+$1.16K	0.5%	41
2021 Q3	$891K	Buy	7,105 +79	+1%	+$10.2K	0.65%	35
2021 Q2	$872K	Buy	7,026 +85	+1%	+$10.7K	0.62%	36
2021 Q1	$820K	Buy	6,941 +170	+3%	+$19.9K	0.63%	34
2020 Q4	$793K	Buy	6,771 +400	+6%	+$44K	0.66%	34
2020 Q3	$662K	Buy	6,371 +2,086	+49%	+$209K	0.64%	36
2020 Q2	$393K	Buy	4,285 +210	+5%	+$20.1K	0.4%	50
2020 Q1	$404K	Sell	4,075 -95	-2%	-$10.1K	0.47%	46
2019 Q4	$473K	Buy	+4,170	New	+$458K	0.48%	41

Other funds holding MDT

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Adams Chetwood Wealth Management's MDT Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its Medtronic (MDT) stake by 21% in Q1 2022, buying an estimated $154K and bringing the position to 8,575 shares worth $951K. The position accounts for 0.54% of the portfolio, ranked #36.

Adams Chetwood Wealth Management first reported a position in MDT in Q4 2019 and has held it in 10 quarters since. 2,101 funds tracked by Wall St. Rank hold MDT as of Q1 2022.

Adams Chetwood Wealth Management held 8,575 shares of Medtronic worth $951K as of Q1 2022.
Adams Chetwood Wealth Management bought 1,460 Medtronic shares in Q1 2022, an estimated $154K.
Medtronic made up 0.54% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #36 holding.
Adams Chetwood Wealth Management first reported a position in Medtronic in Q4 2019 and has held it in 10 quarters since.
2,101 funds tracked by Wall St. Rank held Medtronic as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.