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Cottonwood Capital Advisors’s Medtronic MDT Stock Holding History

Cottonwood Capital 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
-2,102
Closed -$233K – 101
2022
Q1 		$233K Sell
2,102
-121
-5% -$12.8K 0.18% 86
2021
Q4 		$230K Buy
+2,223
New +$257K 0.18% 91

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cottonwood Capital Advisors's MDT Position: Q2 2022 in Review

Cottonwood Capital Advisors sold out of Medtronic (MDT) in Q2 2022, closing a stake of 2,102 shares — an estimated $233K sold.

Cottonwood Capital Advisors first reported a position in MDT in Q4 2021 and held it in 2 quarters. The position peaked at $233K in Q1 2022. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

  • Cottonwood Capital Advisors reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
  • Cottonwood Capital Advisors sold 2,102 Medtronic shares in Q2 2022, an estimated $233K.
  • Cottonwood Capital Advisors first reported a position in Medtronic in Q4 2021 and held it in 2 quarters.
  • Cottonwood Capital Advisors's Medtronic position peaked at $233K in Q1 2022.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.