Cooper/Haims Advisors’s Medtronic MDT Stock Holding History

Cooper/Haims Advisors’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	-3,231	Closed	-$358K	–	81
2022 Q1	$358K	Buy	+3,231	New	+$341K	0.23%	50
2021 Q4	–	Sell	-3,462	Closed	-$432K	–	82
2021 Q3	$432K	Buy	3,462 +1,731	+100%	+$224K	0.26%	45
2021 Q2	$215K	Hold	1,731	–	–	0.14%	75
2021 Q1	$204K	Hold	1,731	–	–	0.14%	76
2020 Q4	$203K	Buy	+1,731	New	+$191K	0.16%	64
2019 Q2	–	Sell	-2,396	Closed	-$218K	–	56
2019 Q1	$218K	Sell	2,396 -184	-7%	-$16.5K	0.14%	52
2018 Q4	$235K	Hold	2,580	–	–	0.16%	52
2018 Q3	$254K	Buy	2,580 +176	+7%	+$16.3K	0.17%	47
2018 Q2	$206K	Buy	+2,404	New	+$201K	0.15%	54

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

Cooper/Haims Advisors's MDT Position: Q2 2022 in Review

Cooper/Haims Advisors sold out of Medtronic (MDT) in Q2 2022, closing a stake of 3,231 shares — an estimated $358K sold.

Cooper/Haims Advisors first reported a position in MDT in Q2 2018 and held it in 9 quarters. The position peaked at $432K in Q3 2021. 2,022 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Cooper/Haims Advisors reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
Cooper/Haims Advisors sold 3,231 Medtronic shares in Q2 2022, an estimated $358K.
Cooper/Haims Advisors first reported a position in Medtronic in Q2 2018 and held it in 9 quarters.
Cooper/Haims Advisors's Medtronic position peaked at $432K in Q3 2021.
2,022 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Cooper/Haims Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.