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Herold Advisors’s Medtronic MDT Stock Holding History

Herold 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 		– Sell
-450
Closed -$50K – 467
2022
Q1 		$50K Buy
+450
New +$47.5K 0.02% 380
2021
Q4 		– Sell
-450
Closed -$56K – 455
2021
Q3 		$56K Buy
+450
New +$58.2K 0.02% 359

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Herold Advisors's MDT Position: Q2 2022 in Review

Herold Advisors sold out of Medtronic (MDT) in Q2 2022, closing a stake of 450 shares — an estimated $50K sold.

Herold Advisors first reported a position in MDT in Q3 2021 and held it in 2 quarters. The position peaked at $56K in Q3 2021. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

  • Herold Advisors reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 450 Medtronic shares in Q2 2022, an estimated $50K.
  • Herold Advisors first reported a position in Medtronic in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Medtronic position peaked at $56K in Q3 2021.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.