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Carl Stuart Investment Advisor’s Medtronic MDT Stock Holding History

Carl Stuart Investment Advisor’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 		– Sell
-800
Closed -$88.8K – 69
2022
Q1 		$88.8K Buy
+800
New +$84.5K 0.06% 53

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carl Stuart Investment Advisor's MDT Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of Medtronic (MDT) in Q2 2022, closing a stake of 800 shares — an estimated $88.8K sold.

Carl Stuart Investment Advisor first reported a position in MDT in Q1 2022 and held it in 1 quarter. The position peaked at $88.8K in Q1 2022. 2,022 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 800 Medtronic shares in Q2 2022, an estimated $88.8K.
  • Carl Stuart Investment Advisor first reported a position in Medtronic in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Medtronic position peaked at $88.8K in Q1 2022.
  • 2,022 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.