BMS Financial Advisors’s Medtronic MDT Stock Holding History

BMS Financial Advisors’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
2023 Q2	$223K	Sell	2,526 -1,094	-30%	-$94.2K	0.15%	108
2023 Q1	$292K	Buy	3,620 +398	+12%	+$32.4K	0.2%	97
2022 Q4	$250K	Sell	3,222 -351	-10%	-$28.4K	0.17%	85
2022 Q3	$289K	Sell	3,573 -85	-2%	-$7.64K	0.2%	90
2022 Q2	$328K	Buy	3,658 +177	+5%	+$17.9K	0.21%	78
2022 Q1	$386K	Buy	3,481 +87	+3%	+$9.19K	0.25%	82
2021 Q4	$351K	Buy	+3,394	New	+$393K	0.22%	79

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BMS Financial Advisors's MDT Position: Q2 2023 in Review

BMS Financial Advisors reduced its Medtronic (MDT) stake by 30% in Q2 2023, selling an estimated $94.2K and leaving 2,526 shares worth $223K. The position accounts for 0.15% of the portfolio, ranked #108.

BMS Financial Advisors first reported a position in MDT in Q4 2021 and has held it in 7 quarters since. The position peaked at $386K in Q1 2022. 2,056 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

BMS Financial Advisors held 2,526 shares of Medtronic worth $223K as of Q2 2023.
BMS Financial Advisors sold 1,094 Medtronic shares in Q2 2023, an estimated $94.2K.
Medtronic made up 0.15% of BMS Financial Advisors's portfolio in Q2 2023, its #108 holding.
BMS Financial Advisors first reported a position in Medtronic in Q4 2021 and has held it in 7 quarters since.
BMS Financial Advisors's Medtronic position peaked at $386K in Q1 2022.
2,056 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.