Estate Counselors’s Medtronic MDT Stock Holding History

Estate Counselors’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 Q4	–	Sell	-506	Closed	-$40K	–	171
2022 Q3	$40K	Hold	506	–	–	0.01%	149
2022 Q2	$45K	Hold	506	–	–	0.01%	147
2022 Q1	$56K	Hold	506	–	–	0.01%	150
2021 Q4	$52K	Hold	506	–	–	0.01%	157
2021 Q3	$63K	Hold	506	–	–	0.01%	159
2021 Q2	$62K	Hold	506	–	–	0.01%	155
2021 Q1	$60K	Hold	506	–	–	0.01%	151
2020 Q4	$59K	Buy	+506	New	+$55.7K	0.01%	123
2020 Q3	–	Sell	-506	Closed	-$46K	–	135
2020 Q2	$46K	Buy	+506	New	+$48.5K	0.01%	141

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Estate Counselors's MDT Position: Q4 2022 in Review

Estate Counselors sold out of Medtronic (MDT) in Q4 2022, closing a stake of 506 shares — an estimated $40K sold.

Estate Counselors first reported a position in MDT in Q2 2020 and held it in 9 quarters. The position peaked at $63K in Q3 2021. 1,961 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

Estate Counselors reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
Estate Counselors sold 506 Medtronic shares in Q4 2022, an estimated $40K.
Estate Counselors first reported a position in Medtronic in Q2 2020 and held it in 9 quarters.
Estate Counselors's Medtronic position peaked at $63K in Q3 2021.
1,961 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.