Fulcrum Capital’s Medtronic MDT Stock Holding History

Fulcrum Capital’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
2023 Q3	–	Sell	-2,800	Closed	-$247K	–	114
2023 Q2	$247K	Hold	2,800	–	–	0.06%	103
2023 Q1	$226K	Hold	2,800	–	–	0.06%	108
2022 Q4	$218K	Hold	2,800	–	–	0.06%	99
2022 Q3	$226K	Hold	2,800	–	–	0.07%	76
2022 Q2	$251K	Sell	2,800 -928	-25%	-$94K	0.08%	67
2022 Q1	$414K	Hold	3,728	–	–	0.11%	57
2021 Q4	$386K	Hold	3,728	–	–	0.08%	68
2021 Q3	$467K	Hold	3,728	–	–	0.11%	64
2021 Q2	$463K	Sell	3,728 -1,828	-33%	-$230K	0.12%	57
2021 Q1	$656K	Sell	5,556 -471	-8%	-$55.2K	0.19%	46
2020 Q4	$706K	Buy	6,027 +399	+7%	+$43.9K	0.21%	40
2020 Q3	$585K	Buy	5,628 +1,744	+45%	+$175K	0.21%	40
2020 Q2	$356K	Buy	3,884 +127	+3%	+$12.2K	0.13%	52
2020 Q1	$339K	Sell	3,757 -25	-0.7%	-$2.66K	0.15%	47
2019 Q4	$429K	Sell	3,782 -675	-15%	-$74.1K	0.13%	52
2019 Q3	$484K	Buy	4,457 +2,300	+107%	+$240K	0.17%	47
2019 Q2	$210K	Buy	+2,157	New	+$197K	0.08%	57

Other funds holding MDT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return