Brewin Dolphin Wealth Management’s Medtronic MDT Stock Holding History

Brewin Dolphin 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 Q2	$278K	Sell	3,100 -45	-1%	-$4.56K	0.03%	109
2022 Q1	$349K	Buy	3,145 +45	+1%	+$4.75K	0.04%	105
2021 Q4	$321K	Buy	3,100 +100	+3%	+$11.6K	0.03%	114
2021 Q3	$376K	Hold	3,000	–	–	0.04%	109
2021 Q2	$372K	Sell	3,000 -255	-8%	-$32K	0.05%	102
2021 Q1	$385K	Buy	3,255 +255	+9%	+$29.9K	0.06%	95
2020 Q4	$351K	Hold	3,000	–	–	0.06%	93
2020 Q3	$312K	Hold	3,000	–	–	0.06%	94
2020 Q2	$275K	Hold	3,000	–	–	0.06%	93
2020 Q1	$271K	Hold	3,000	–	–	0.15%	65
2019 Q4	$340K	Hold	3,000	–	–	0.16%	62
2019 Q3	$326K	Hold	3,000	–	–	0.17%	62
2019 Q2	$292K	Hold	3,000	–	–	0.15%	65
2019 Q1	$273K	Hold	3,000	–	–	0.15%	66
2018 Q4	$273K	Hold	3,000	–	–	0.17%	64
2018 Q3	$295K	Hold	3,000	–	–	0.16%	64
2018 Q2	$257K	Hold	3,000	–	–	0.15%	64
2018 Q1	$241K	Hold	3,000	–	–	0.15%	63
2017 Q4	$242K	Hold	3,000	–	–	0.15%	63
2017 Q3	$233K	Buy	+3,000	New	+$249K	0.16%	58

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

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

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

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

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

Brewin Dolphin Wealth Management's MDT Position: Q2 2022 in Review

Brewin Dolphin Wealth Management reduced its Medtronic (MDT) stake by 1.4% in Q2 2022, selling an estimated $4.56K and leaving 3,100 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #109.

Brewin Dolphin Wealth Management first reported a position in MDT in Q3 2017 and has held it in 20 quarters since. The position peaked at $385K in Q1 2021. 2,021 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Brewin Dolphin Wealth Management held 3,100 shares of Medtronic worth $278K as of Q2 2022.
Brewin Dolphin Wealth Management sold 45 Medtronic shares in Q2 2022, an estimated $4.56K.
Medtronic made up 0.03% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #109 holding.
Brewin Dolphin Wealth Management first reported a position in Medtronic in Q3 2017 and has held it in 20 quarters since.
Brewin Dolphin Wealth Management's Medtronic position peaked at $385K in Q1 2021.
2,021 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.