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Bivin & Associates’s Medtronic MDT Stock Holding History

Bivin & Associates’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 		$878K Buy
9,785
+110
+1% +$11.1K 0.94% 34
2022
Q1 		$1.07M Buy
9,675
+147
+2% +$15.5K 0.98% 33
2021
Q4 		$986K Buy
+9,528
New +$1.1M 0.86% 39

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $315B AUM 27.84% 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

Bivin & Associates's MDT Position: Q2 2022 in Review

Bivin & Associates increased its Medtronic (MDT) stake by 1.1% in Q2 2022, buying an estimated $11.1K and bringing the position to 9,785 shares worth $878K. The position accounts for 0.94% of the portfolio, ranked #34.

Bivin & Associates first reported a position in MDT in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.07M in Q1 2022. 2,022 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

  • Bivin & Associates held 9,785 shares of Medtronic worth $878K as of Q2 2022.
  • Bivin & Associates bought 110 Medtronic shares in Q2 2022, an estimated $11.1K.
  • Medtronic made up 0.94% of Bivin & Associates's portfolio in Q2 2022, its #34 holding.
  • Bivin & Associates first reported a position in Medtronic in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Medtronic position peaked at $1.07M in Q1 2022.
  • 2,022 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.