Carson Advisory’s Medtronic MDT Stock Holding History

Carson Advisory’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	-2,195	Closed	-$243K	–	131
2022 Q1	$243K	Buy	2,195 +146	+7%	+$15.4K	0.24%	107
2021 Q4	$212K	Buy	+2,049	New	+$237K	0.21%	123

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

Carson Advisory's MDT Position: Q2 2022 in Review

Carson Advisory sold out of Medtronic (MDT) in Q2 2022, closing a stake of 2,195 shares — an estimated $243K sold.

Carson Advisory first reported a position in MDT in Q4 2021 and held it in 2 quarters. The position peaked at $243K in Q1 2022. 2,021 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Carson Advisory reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
Carson Advisory sold 2,195 Medtronic shares in Q2 2022, an estimated $243K.
Carson Advisory first reported a position in Medtronic in Q4 2021 and held it in 2 quarters.
Carson Advisory's Medtronic position peaked at $243K in Q1 2022.
2,021 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Carson Advisory's 13F filing for Q2 2022, filed 3 Aug 2022.