Braun Stacey Associates’s Medtronic MDT Stock Holding History

Braun Stacey 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 Q3	–	Sell	-45,578	Closed	-$4.09M	–	133
2022 Q2	$4.09M	Buy	45,578 +1,065	+2%	+$108K	0.23%	103
2022 Q1	$4.94M	Sell	44,513 -32,998	-43%	-$3.49M	0.2%	105
2021 Q4	$8.02M	Sell	77,511 -52,068	-40%	-$6.03M	0.29%	98
2021 Q3	$16.2M	Buy	+129,579	New	+$16.8M	0.65%	78
2021 Q1	–	Sell	-5,875	Closed	-$688K	–	142
2020 Q4	$688K	Buy	+5,875	New	+$647K	0.03%	113
2016 Q4	–	Sell	-153,431	Closed	-$13.3M	–	160
2016 Q3	$13.3M	Sell	153,431 -53	-0%	-$4.62K	0.84%	64
2016 Q2	$13.3M	Buy	153,484 +23,081	+18%	+$1.87M	0.86%	65
2016 Q1	$9.78M	Buy	+130,403	New	+$9.82M	0.64%	82

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Braun Stacey Associates's MDT Position: Q3 2022 in Review

Braun Stacey Associates sold out of Medtronic (MDT) in Q3 2022, closing a stake of 45,578 shares — an estimated $4.09M sold.

Braun Stacey Associates first reported a position in MDT in Q1 2016 and held it in 8 quarters. The position peaked at $16.2M in Q3 2021. 1,931 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

Braun Stacey Associates reported no remaining Medtronic position as of Q3 2022 after selling out during the quarter.
Braun Stacey Associates sold 45,578 Medtronic shares in Q3 2022, an estimated $4.09M.
Braun Stacey Associates first reported a position in Medtronic in Q1 2016 and held it in 8 quarters.
Braun Stacey Associates's Medtronic position peaked at $16.2M in Q3 2021.
1,931 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Braun Stacey Associates's 13F filing for Q3 2022, filed 8 Nov 2022.