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Freedman Financial Associates’s Medtronic MDT Stock Holding History

Freedman Financial Associates’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
-524
Closed -$58K – 252
2022
Q1 		$58K Sell
524
-25
-5% -$2.64K 0.04% 180
2021
Q4 		$57K Hold
549
– – 0.04% 183
2021
Q3 		$69K Sell
549
-95
-15% -$12.3K 0.05% 157
2021
Q2 		$80K Buy
644
+95
+17% +$11.9K 0.06% 136
2021
Q1 		$65K Hold
549
– – 0.05% 160
2020
Q4 		$64K Buy
+549
New +$60.4K 0.06% 145

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedman Financial Associates's MDT Position: Q2 2022 in Review

Freedman Financial Associates sold out of Medtronic (MDT) in Q2 2022, closing a stake of 524 shares — an estimated $58K sold.

Freedman Financial Associates first reported a position in MDT in Q4 2020 and held it in 6 quarters. The position peaked at $80K in Q2 2021. 2,021 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

  • Freedman Financial Associates reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 524 Medtronic shares in Q2 2022, an estimated $58K.
  • Freedman Financial Associates first reported a position in Medtronic in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Medtronic position peaked at $80K in Q2 2021.
  • 2,021 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.