EWA
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ERTS Wealth Advisors’s Medtronic MDT Stock Holding History

ERTS Wealth 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
Q3 		– Sell
-3,420
Closed -$269K – 89
2024
Q2 		$269K Buy
3,420
+18
+0.5% +$1.48K 0.05% 79
2024
Q1 		$296K Sell
3,402
-117
-3% -$9.98K 0.06% 74
2023
Q4 		$290K Buy
3,519
+164
+5% +$12.5K 0.06% 70
2023
Q3 		$263K Buy
3,355
+559
+20% +$46.8K 0.06% 69
2023
Q2 		$246K Sell
2,796
-27
-1% -$2.32K 0.06% 80
2023
Q1 		$228K Sell
2,823
-562
-17% -$45.8K 0.06% 86
2022
Q4 		$263K Sell
3,385
-453
-12% -$36.7K 0.07% 84
2022
Q3 		$310K Buy
3,838
+1,535
+67% +$138K 0.09% 64
2022
Q2 		$207K Buy
+2,303
New +$233K 0.06% 85
2019
Q1 		– Sell
-29
Closed -$3K – 222
2018
Q4 		$3K Buy
+29
New +$2.71K ﹤0.01% 289

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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 $1.47T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return