DCM Advisors’s Medtronic MDT Stock Holding History

DCM 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
2024 Q2	–	Sell	-5,168	Closed	-$450K	–	66
2024 Q1	$450K	Sell	5,168 -4,075	-44%	-$348K	0.19%	52
2023 Q4	$761K	Sell	9,243 -224	-2%	-$17.1K	0.27%	53
2023 Q3	$742K	Sell	9,467 -555	-6%	-$46.5K	0.34%	48
2023 Q2	$883K	Hold	10,022	–	–	0.38%	44
2023 Q1	$808K	Sell	10,022 -60	-0.6%	-$4.89K	0.38%	46
2022 Q4	$784K	Sell	10,082 -714	-7%	-$57.9K	0.38%	47
2022 Q3	$872K	Buy	10,796 +1,584	+17%	+$142K	0.44%	54
2022 Q2	$827K	Buy	9,212 +473	+5%	+$47.9K	0.36%	79
2022 Q1	$969K	Sell	8,739 -249	-3%	-$26.3K	0.34%	77
2021 Q4	$930K	Buy	+8,988	New	+$1.04M	0.27%	89

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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