Avitas Wealth Management’s Medtronic MDT Stock Holding History

Avitas 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 Q3	–	Sell	-30,437	Closed	-$2.73M	–	205
2022 Q2	$2.73M	Buy	30,437 +437	+1%	+$44.3K	0.6%	49
2022 Q1	$3.33M	Buy	+30,000	New	+$3.17M	0.6%	54

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Avitas Wealth Management's MDT Position: Q3 2022 in Review

Avitas Wealth Management sold out of Medtronic (MDT) in Q3 2022, closing a stake of 30,437 shares — an estimated $2.73M sold.

Avitas Wealth Management first reported a position in MDT in Q1 2022 and held it in 2 quarters. The position peaked at $3.33M in Q1 2022. 1,932 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

Avitas Wealth Management reported no remaining Medtronic position as of Q3 2022 after selling out during the quarter.
Avitas Wealth Management sold 30,437 Medtronic shares in Q3 2022, an estimated $2.73M.
Avitas Wealth Management first reported a position in Medtronic in Q1 2022 and held it in 2 quarters.
Avitas Wealth Management's Medtronic position peaked at $3.33M in Q1 2022.
1,932 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Avitas Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.