HC Financial Advisors’s Medtronic MDT Stock Holding History

HC Financial 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	$16K	Sell	183 -31	-14%	-$3.14K	0.01%	201
2022 Q1	$24K	Buy	214 +31	+17%	+$3.27K	0.01%	183
2021 Q4	$19K	Sell	183 -202	-52%	-$23.4K	0.01%	206
2021 Q3	$48K	Hold	385	–	–	0.03%	135
2021 Q2	$48K	Hold	385	–	–	0.03%	137
2021 Q1	$45K	Hold	385	–	–	0.03%	136
2020 Q4	$45K	Hold	385	–	–	0.03%	141
2020 Q3	$40K	Hold	385	–	–	0.03%	135
2020 Q2	$35K	Hold	385	–	–	0.03%	132
2020 Q1	$35K	Buy	+385	New	+$41K	0.03%	138

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

HC Financial Advisors's MDT Position: Q2 2022 in Review

HC Financial Advisors reduced its Medtronic (MDT) stake by 14% in Q2 2022, selling an estimated $3.14K and leaving 183 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #201.

HC Financial Advisors first reported a position in MDT in Q1 2020 and has held it in 10 quarters since. The position peaked at $48K in Q3 2021. 2,022 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

HC Financial Advisors held 183 shares of Medtronic worth $16K as of Q2 2022.
HC Financial Advisors sold 31 Medtronic shares in Q2 2022, an estimated $3.14K.
Medtronic made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #201 holding.
HC Financial Advisors first reported a position in Medtronic in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Medtronic position peaked at $48K in Q3 2021.
2,022 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.