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Goodwin Investment Advisory’s Medtronic MDT Stock Holding History

Goodwin Investment Advisory’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
Q3 		– Sell
-98
Closed -$8.8K – 230
2022
Q2 		$8.8K Sell
98
-429
-81% -$43.5K 0.01% 117
2022
Q1 		$58K Sell
527
-14
-3% -$1.48K 0.04% 73
2021
Q4 		$56K Buy
541
+60
+12% +$6.95K 0.04% 72
2021
Q3 		$60K Buy
+481
New +$62.3K 0.06% 60
2021
Q2 		– Sell
-481
Closed -$57K – 138
2021
Q1 		$57K Buy
+481
New +$56.4K 0.07% 58

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goodwin Investment Advisory's MDT Position: Q3 2022 in Review

Goodwin Investment Advisory sold out of Medtronic (MDT) in Q3 2022, closing a stake of 98 shares — an estimated $8.8K sold.

Goodwin Investment Advisory first reported a position in MDT in Q1 2021 and held it in 5 quarters. The position peaked at $60K in Q3 2021. 1,932 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

  • Goodwin Investment Advisory reported no remaining Medtronic position as of Q3 2022 after selling out during the quarter.
  • Goodwin Investment Advisory sold 98 Medtronic shares in Q3 2022, an estimated $8.8K.
  • Goodwin Investment Advisory first reported a position in Medtronic in Q1 2021 and held it in 5 quarters.
  • Goodwin Investment Advisory's Medtronic position peaked at $60K in Q3 2021.
  • 1,932 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Goodwin Investment Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.