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Brandywine Oak Private Wealth’s Medtronic MDT Stock Holding History

Brandywine Oak Private Wealth’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
-4,128
Closed -$333K – 275
2022
Q3 		$333K Sell
4,128
-676
-14% -$60.8K 0.05% 191
2022
Q2 		$431K Buy
4,804
+1,118
+30% +$113K 0.06% 192
2022
Q1 		$409K Sell
3,686
-142
-4% -$15K 0.05% 218
2021
Q4 		$396K Sell
3,828
-1,672
-30% -$194K 0.04% 219
2021
Q3 		$689K Buy
5,500
+392
+8% +$50.7K 0.08% 167
2021
Q2 		$634K Buy
+5,108
New +$641K 0.07% 170
2019
Q1 		– Sell
-77
Closed -$7K – 459
2018
Q4 		$7K Buy
+77
New +$7.2K ﹤0.01% 534

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
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 $1.47T 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