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	$1.13M	Buy	8,579 +1,948	+29%	+$197K	0.12%	164
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	–	509
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 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

B. Riley Wealth Management's MDT Position: Q2 2022 in Review

B. Riley Wealth Management increased its Medtronic (MDT) stake by 29% in Q2 2022, buying an estimated $197K and bringing the position to 8,579 shares worth $1.13M. The position accounts for 0.12% of the portfolio, ranked #164.

B. Riley Wealth Management first reported a position in MDT in Q1 2014 and has held it in 16 quarters since. The position peaked at $1.28M in Q4 2021. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

B. Riley Wealth Management held 8,579 shares of Medtronic worth $1.13M as of Q2 2022.
B. Riley Wealth Management bought 1,948 Medtronic shares in Q2 2022, an estimated $197K.
Medtronic made up 0.12% of B. Riley Wealth Management's portfolio in Q2 2022, its #164 holding.
B. Riley Wealth Management first reported a position in Medtronic in Q1 2014 and has held it in 16 quarters since.
B. Riley Wealth Management's Medtronic position peaked at $1.28M in Q4 2021.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.