BRWM
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B. Riley Wealth Management’s Medtronic MDT Stock Holding History

B. Riley 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
Q2 		$113K Buy
8,579
+1,948
+29% +$197K 0.13% 48
2022
Q1 		$736K Sell
6,631
-5,795
-47% -$612K 0.06% 256
2021
Q4 		$1.28M Buy
12,426
+2,409
+24% +$279K 0.09% 200
2021
Q3 		$1.26M Buy
10,017
+4,472
+81% +$579K 0.1% 198
2021
Q2 		$688K Buy
5,545
+319
+6% +$40.1K 0.08% 194
2021
Q1 		$617K Buy
5,226
+332
+7% +$38.9K 0.07% 205
2020
Q4 		$573K Sell
4,894
-208
-4% -$22.9K 0.07% 190
2020
Q3 		$530K Buy
5,102
+2,054
+67% +$206K 0.06% 219
2020
Q2 		$280K Sell
3,048
-880
-22% -$84.4K 0.03% 315
2020
Q1 		$354K Buy
+3,928
New +$418K 0.04% 327
2015
Q3 		– Sell
-1,162
Closed -$86K – 510
2015
Q2 		$86K Hold
1,162
– – 0.07% 301
2015
Q1 		$90K Buy
1,162
+95
+9% +$7.2K 0.07% 301
2014
Q4 		$77K Hold
1,067
– – 0.06% 317
2014
Q3 		$66K Hold
1,067
– – 0.05% 360
2014
Q2 		$68K Sell
1,067
-4,150
-80% -$252K 0.04% 412
2014
Q1 		$321K Buy
+5,217
New +$304K 0.24% 112

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return