Elmwood Wealth Management’s Medtronic MDT Stock Holding History

Elmwood Wealth Management’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 Q1	–	Sell	-63	Closed	-$7K	–	230
2021 Q4	$7K	Buy	+63	New	+$7.29K	﹤0.01%	307
2021 Q2	$8K	Hold	63	–	–	﹤0.01%	267
2021 Q1	$7K	Buy	+63	New	+$7.38K	﹤0.01%	261
2020 Q3	$7K	Hold	73	–	–	0.01%	202
2020 Q2	$7K	Buy	73 +35	+92%	+$3.36K	0.01%	202
2020 Q1	$3.05K	Buy	+38	New	+$4.04K	﹤0.01%	240
2019 Q4	–	Sell	-38	Closed	-$4K	–	182
2019 Q3	$4K	Hold	38	–	–	﹤0.01%	220
2019 Q2	$4K	Hold	38	–	–	﹤0.01%	244
2019 Q1	$3K	Hold	38	–	–	﹤0.01%	253
2018 Q4	$3K	Hold	38	–	–	﹤0.01%	262
2018 Q3	$3.74K	Hold	38	–	–	﹤0.01%	243
2018 Q2	$3.25K	Hold	38	–	–	﹤0.01%	238
2018 Q1	$3.05K	Buy	+38	New	+$3.13K	﹤0.01%	240

Other funds holding MDT

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Elmwood Wealth Management's MDT Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Medtronic (MDT) in Q1 2022, closing a stake of 63 shares — an estimated $7K sold.

Elmwood Wealth Management first reported a position in MDT in Q1 2018 and held it in 13 quarters. The position peaked at $8K in Q2 2021. 2,101 funds tracked by Wall St. Rank hold MDT as of Q1 2022.

Elmwood Wealth Management reported no remaining Medtronic position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 63 Medtronic shares in Q1 2022, an estimated $7K.
Elmwood Wealth Management first reported a position in Medtronic in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Medtronic position peaked at $8K in Q2 2021.
2,101 funds tracked by Wall St. Rank held Medtronic as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.