BWM
MDT icon

BNC Wealth Management’s Medtronic MDT Stock Holding History

BNC 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
Q4 		– Sell
-14,115
Closed -$1.14M – 115
2022
Q3 		$1.14M Sell
14,115
-401
-3% -$36K 0.69% 47
2022
Q2 		$1.3M Buy
14,516
+655
+5% +$66.4K 0.68% 47
2022
Q1 		$1.54M Buy
13,861
+396
+3% +$41.8K 0.76% 40
2021
Q4 		$1.39M Buy
13,465
+345
+3% +$40K 0.66% 45
2021
Q3 		$1.65M Buy
13,120
+431
+3% +$55.8K 0.98% 33
2021
Q2 		$1.57M Buy
12,689
+546
+4% +$68.6K 0.95% 34
2021
Q1 		$1.43M Buy
12,143
+571
+5% +$66.9K 1.02% 33
2020
Q4 		$1.36M Buy
11,572
+882
+8% +$97.1K 0.86% 38
2020
Q3 		$1.11M Buy
+10,690
New +$1.07M 0.78% 37

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 $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return