Charles D. Hyman’s Medtronic MDT Stock Holding History

Charles D. Hyman’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
2023 Q2	–	Sell	-2,888	Closed	-$233K	–	243
2023 Q1	$233K	Sell	2,888 -108	-4%	-$8.8K	0.02%	223
2022 Q4	$233K	Hold	2,996	–	–	0.02%	215
2022 Q3	$242K	Hold	2,996	–	–	0.02%	202
2022 Q2	$269K	Buy	2,996 +1,000	+50%	+$101K	0.02%	204
2022 Q1	$221K	Hold	1,996	–	–	0.01%	231
2021 Q4	$206K	Buy	1,996 +28	+1%	+$3.24K	0.01%	231
2021 Q3	$247K	Hold	1,968	–	–	0.02%	218
2021 Q2	$244K	Sell	1,968 -22	-1%	-$2.76K	0.02%	221
2021 Q1	$235K	Sell	1,990 -54	-3%	-$6.33K	0.02%	217
2020 Q4	$239K	Sell	2,044 -1,411	-41%	-$155K	0.02%	212
2020 Q3	$359K	Buy	3,455 +100	+3%	+$10K	0.03%	165
2020 Q2	$308K	Buy	3,355 +64	+2%	+$6.14K	0.03%	172
2020 Q1	$297K	Hold	3,291	–	–	0.04%	144
2019 Q4	$373K	Buy	3,291 +826	+34%	+$90.6K	0.04%	149
2019 Q3	$268K	Hold	2,465	–	–	0.03%	161
2019 Q2	$240K	Buy	2,465 +200	+9%	+$18.3K	0.03%	170
2019 Q1	$206K	Buy	+2,265	New	+$203K	0.02%	177

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Wellington Management Group

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

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return