Fairhaven Wealth Management’s Medtronic MDT Stock Holding History

Fairhaven 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 Q2	–	Sell	-2,744	Closed	-$304K	–	123
2022 Q1	$304K	Buy	2,744 +1	+0%	+$106	0.12%	78
2021 Q4	$284K	Buy	2,743 +89	+3%	+$10.3K	0.11%	83
2021 Q3	$333K	Buy	2,654 +1	+0%	+$129	0.14%	74
2021 Q2	$329K	Sell	2,653 -137	-5%	-$17.2K	0.13%	79
2021 Q1	$330K	Sell	2,790 -563	-17%	-$66K	0.14%	77
2020 Q4	$393K	Buy	3,353 +672	+25%	+$74K	0.17%	65
2020 Q3	$279K	Sell	2,681 -654	-20%	-$65.7K	0.17%	67
2020 Q2	$306K	Buy	+3,335	New	+$320K	0.2%	62

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

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

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

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

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

Fairhaven Wealth Management's MDT Position: Q2 2022 in Review

Fairhaven Wealth Management sold out of Medtronic (MDT) in Q2 2022, closing a stake of 2,744 shares — an estimated $304K sold.

Fairhaven Wealth Management first reported a position in MDT in Q2 2020 and held it in 8 quarters. The position peaked at $393K in Q4 2020. 2,022 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Fairhaven Wealth Management reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
Fairhaven Wealth Management sold 2,744 Medtronic shares in Q2 2022, an estimated $304K.
Fairhaven Wealth Management first reported a position in Medtronic in Q2 2020 and held it in 8 quarters.
Fairhaven Wealth Management's Medtronic position peaked at $393K in Q4 2020.
2,022 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Fairhaven Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.