Annex Advisory Services’s Medtronic MDT Stock Holding History

Annex 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	-2,020	Closed	-$224K	–	264
2022 Q1	$224K	Buy	+2,020	New	+$213K	0.02%	228
2017 Q1	–	Sell	-9,340	Closed	-$665K	–	123
2016 Q4	$665K	Buy	9,340 +1,401	+18%	+$110K	0.16%	56
2016 Q3	$686K	Sell	7,939 -329	-4%	-$28.7K	0.18%	53
2016 Q2	$717K	Sell	8,268 -219	-3%	-$17.7K	0.19%	41
2016 Q1	$636K	Buy	8,487 +535	+7%	+$40.3K	0.18%	51
2015 Q4	$612K	Buy	7,952 +849	+12%	+$63.9K	0.18%	54
2015 Q3	$475K	Buy	7,103 +1,378	+24%	+$101K	0.15%	62
2015 Q2	$424K	Buy	5,725 +1,743	+44%	+$133K	0.14%	63
2015 Q1	$311K	Buy	+3,982	New	+$302K	0.1%	75

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 $3.37T AUM 44.26% 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

Annex Advisory Services's MDT Position: Q2 2022 in Review

Annex Advisory Services sold out of Medtronic (MDT) in Q2 2022, closing a stake of 2,020 shares — an estimated $224K sold.

Annex Advisory Services first reported a position in MDT in Q1 2015 and held it in 9 quarters. The position peaked at $717K in Q2 2016. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Annex Advisory Services reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
Annex Advisory Services sold 2,020 Medtronic shares in Q2 2022, an estimated $224K.
Annex Advisory Services first reported a position in Medtronic in Q1 2015 and held it in 9 quarters.
Annex Advisory Services's Medtronic position peaked at $717K in Q2 2016.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Annex Advisory Services's 13F filing for Q2 2022, filed 27 Jul 2022.