Fermata Advisors’s Medtronic MDT Stock Holding History

Fermata 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
2022 Q2	–	Sell	-1,967	Closed	-$218K	–	184
2022 Q1	$218K	Sell	1,967 -383	-16%	-$40.5K	0.08%	163
2021 Q4	$243K	Buy	2,350 +48	+2%	+$5.56K	0.09%	158
2021 Q3	$289K	Sell	2,302 -4	-0.2%	-$518	0.13%	126
2021 Q2	$286K	Buy	+2,306	New	+$290K	0.17%	105

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fermata Advisors's MDT Position: Q2 2022 in Review

Fermata Advisors sold out of Medtronic (MDT) in Q2 2022, closing a stake of 1,967 shares — an estimated $218K sold.

Fermata Advisors first reported a position in MDT in Q2 2021 and held it in 4 quarters. The position peaked at $289K in Q3 2021. 2,022 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Fermata Advisors reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
Fermata Advisors sold 1,967 Medtronic shares in Q2 2022, an estimated $218K.
Fermata Advisors first reported a position in Medtronic in Q2 2021 and held it in 4 quarters.
Fermata Advisors's Medtronic position peaked at $289K in Q3 2021.
2,022 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Fermata Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.