Chase Investment Counsel’s Medtronic MDT Stock Holding History

Chase Investment Counsel’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	-3,220	Closed	-$357K	–	119
2022 Q1	$357K	Buy	3,220 +90	+3%	+$9.51K	0.16%	81
2021 Q4	$323K	Buy	+3,130	New	+$362K	0.13%	90
2020 Q2	–	Sell	-15,225	Closed	-$1.37M	–	102
2020 Q1	$1.37M	Buy	+15,225	New	+$1.62M	0.93%	35
2013 Q4	–	Sell	-129,320	Closed	-$6.89M	–	113
2013 Q3	$6.89M	Buy	129,320 +20,170	+18%	+$1.09M	1.77%	34
2013 Q2	$5.62M	Buy	+109,150	New	+$5.4M	1.5%	32

Other funds holding MDT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Chase Investment Counsel's MDT Position: Q2 2022 in Review

Chase Investment Counsel sold out of Medtronic (MDT) in Q2 2022, closing a stake of 3,220 shares — an estimated $357K sold.

Chase Investment Counsel first reported a position in MDT in Q2 2013 and held it in 5 quarters. The position peaked at $6.89M in Q3 2013. 2,022 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Chase Investment Counsel reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
Chase Investment Counsel sold 3,220 Medtronic shares in Q2 2022, an estimated $357K.
Chase Investment Counsel first reported a position in Medtronic in Q2 2013 and held it in 5 quarters.
Chase Investment Counsel's Medtronic position peaked at $6.89M in Q3 2013.
2,022 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Chase Investment Counsel's 13F filing for Q2 2022, filed 26 Jul 2022.