Heron Financial Group’s Medtronic MDT Stock Holding History

Heron Financial Group’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	-2,072	Closed	-$230K	–	148
2022 Q1	$230K	Buy	+2,072	New	+$219K	0.12%	138

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 $3.38T AUM 44.17% 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

Heron Financial Group's MDT Position: Q2 2022 in Review

Heron Financial Group sold out of Medtronic (MDT) in Q2 2022, closing a stake of 2,072 shares — an estimated $230K sold.

Heron Financial Group first reported a position in MDT in Q1 2022 and held it in 1 quarter. The position peaked at $230K in Q1 2022. 2,022 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Heron Financial Group reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
Heron Financial Group sold 2,072 Medtronic shares in Q2 2022, an estimated $230K.
Heron Financial Group first reported a position in Medtronic in Q1 2022 and held it in 1 quarter.
Heron Financial Group's Medtronic position peaked at $230K in Q1 2022.
2,022 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Heron Financial Group's 13F filing for Q2 2022, filed 29 Jul 2022.