Frontier Wealth Management’s Medtronic MDT Stock Holding History

Frontier 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	$4.37M	Sell	48,712 -1,270	-3%	-$129K	0.32%	71
2022 Q1	$5.53M	Sell	49,982 -517	-1%	-$54.6K	0.07%	53
2021 Q4	$5.22M	Sell	50,499 -4,086	-7%	-$473K	0.34%	59
2021 Q3	$6.84M	Sell	54,585 -498	-0.9%	-$64.5K	0.47%	43
2021 Q2	$6.84M	Buy	55,083 +1,979	+4%	+$248K	0.48%	42
2021 Q1	$6.27M	Buy	53,104 +2,015	+4%	+$236K	0.48%	41
2020 Q4	$5.99M	Sell	51,089 -2,066	-4%	-$227K	0.49%	40
2020 Q3	$5.52M	Buy	53,155 +350	+0.7%	+$35.1K	0.51%	38
2020 Q2	$4.84M	Buy	52,805 +1,241	+2%	+$119K	0.44%	45
2020 Q1	$4.65M	Buy	51,564 +37,129	+257%	+$3.95M	0.76%	42
2019 Q4	$1.64M	Sell	14,435 -31,301	-68%	-$3.43M	0.26%	86
2019 Q3	$4.97M	Buy	45,736 +1,850	+4%	+$193K	0.73%	33
2019 Q2	$4.27M	Buy	43,886 +1,507	+4%	+$138K	0.63%	39
2019 Q1	$3.86M	Buy	42,379 +24,069	+131%	+$2.15M	0.52%	43
2018 Q4	$1.67M	Buy	18,310 +1,837	+11%	+$172K	0.25%	96
2018 Q3	$1.62M	Buy	16,473 +776	+5%	+$71.7K	0.15%	110
2018 Q2	$1.34M	Buy	15,697 +277	+2%	+$23.1K	0.19%	119
2018 Q1	$1.24M	Sell	15,420 -40,800	-73%	-$3.37M	0.17%	132
2017 Q4	$4.54M	Buy	56,220 +4,890	+10%	+$392K	0.73%	26
2017 Q3	$3.99M	Buy	51,330 +442	+0.9%	+$36.7K	0.58%	45
2017 Q2	$4.52M	Sell	50,888 -129	-0.3%	-$10.9K	0.69%	39
2017 Q1	$4.11M	Buy	51,017 +2,570	+5%	+$201K	0.63%	44
2016 Q4	$3.45M	Buy	48,447 +20,207	+72%	+$1.59M	0.56%	50
2016 Q3	$2.44M	Sell	28,240 -624	-2%	-$54.4K	0.37%	73
2016 Q2	$2.5M	Sell	28,864 -735	-2%	-$59.4K	0.4%	66
2016 Q1	$2.22M	Buy	29,599 +3,252	+12%	+$245K	0.19%	79
2015 Q4	$2.03M	Sell	26,347 -2,090	-7%	-$157K	0.33%	86
2015 Q3	$1.9M	Buy	28,437 +6,732	+31%	+$496K	0.3%	87
2015 Q2	$1.61M	Buy	21,705 +8,661	+66%	+$662K	0.25%	94
2015 Q1	$1.02M	Buy	+13,044	New	+$989K	0.16%	106

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 $3.37T AUM 44.26% 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

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

Frontier Wealth Management reduced its Medtronic (MDT) stake by 2.5% in Q2 2022, selling an estimated $129K and leaving 48,712 shares worth $4.37M. The position accounts for 0.32% of the portfolio, ranked #71.

Frontier Wealth Management first reported a position in MDT in Q1 2015 and has held it in 30 quarters since. The position peaked at $6.84M in Q3 2021. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Frontier Wealth Management held 48,712 shares of Medtronic worth $4.37M as of Q2 2022.
Frontier Wealth Management sold 1,270 Medtronic shares in Q2 2022, an estimated $129K.
Medtronic made up 0.32% of Frontier Wealth Management's portfolio in Q2 2022, its #71 holding.
Frontier Wealth Management first reported a position in Medtronic in Q1 2015 and has held it in 30 quarters since.
Frontier Wealth Management's Medtronic position peaked at $6.84M in Q3 2021.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.