AFS
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Annapolis Financial Services’s Medtronic MDT Stock Holding History

Annapolis Financial 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
2023
Q1 		– Sell
-1
Closed -$78 – 465
2022
Q4 		$78 Sell
1
-481
-100% -$39K ﹤0.01% 430
2022
Q3 		$39K Buy
482
+379
+368% +$34.1K 0.01% 192
2022
Q2 		$9K Buy
103
+1
+1% +$101 ﹤0.01% 298
2022
Q1 		$11K Sell
102
-23
-18% -$2.43K ﹤0.01% 294
2021
Q4 		$13K Buy
125
+23
+23% +$2.66K ﹤0.01% 293
2021
Q3 		$13K Sell
102
-29
-22% -$3.75K ﹤0.01% 272
2021
Q2 		$16K Buy
131
+22
+20% +$2.76K 0.01% 238
2021
Q1 		$13K Buy
109
+7
+7% +$820 ﹤0.01% 239
2020
Q4 		$12K Buy
+102
New +$11.2K ﹤0.01% 236

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return