Congress Park Capital’s Medtronic MDT Stock Holding History

Congress Park Capital’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 Q4	–	Sell	-4,503	Closed	-$353K	–	121
2023 Q3	$353K	Sell	4,503 -1,100	-20%	-$92.1K	0.18%	87
2023 Q2	$494K	Sell	5,603 -175	-3%	-$15.1K	0.25%	85
2023 Q1	$466K	Sell	5,778 -625	-10%	-$50.9K	0.24%	82
2022 Q4	$498K	Sell	6,403 -3,147	-33%	-$255K	0.29%	77
2022 Q3	$771K	Buy	9,550 +34	+0.4%	+$3.06K	0.45%	50
2022 Q2	$854K	Buy	9,516 +939	+11%	+$95.1K	0.52%	48
2022 Q1	$952K	Buy	8,577 +299	+4%	+$31.6K	0.48%	55
2021 Q4	$856K	Buy	8,278 +355	+4%	+$41.1K	0.42%	55
2021 Q3	$993K	Sell	7,923 -175	-2%	-$22.6K	0.51%	53
2021 Q2	$1M	Sell	8,098 -26	-0.3%	-$3.27K	0.5%	52
2021 Q1	$960K	Buy	8,124 +1,722	+27%	+$202K	0.54%	55
2020 Q4	$750K	Buy	6,402 +4,379	+216%	+$482K	0.44%	50
2020 Q3	$210K	Buy	+2,023	New	+$203K	0.13%	91
2020 Q2	–	Sell	-2,575	Closed	-$232K	–	96
2020 Q1	$232K	Buy	+2,575	New	+$274K	0.21%	74

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return