ICA Group Wealth Management’s Medtronic MDT Stock Holding History

ICA Group Wealth Management’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
2024 Q2	$26.1K	Sell	331 -137	-29%	-$11.2K	0.02%	322
2024 Q1	$40.8K	Sell	468 -195	-29%	-$16.6K	0.01%	604
2023 Q4	$54.6K	Buy	+663	New	+$50.5K	0.01%	496
2023 Q3	–	Sell	-1,199	Closed	-$106K	–	792
2023 Q2	$106K	Sell	1,199 -3,759	-76%	-$324K	0.03%	324
2023 Q1	$400K	Buy	4,958 +43	+0.9%	+$3.5K	0.1%	171
2022 Q4	$385K	Sell	4,915 -8,713	-64%	-$706K	0.09%	183
2022 Q3	$1.1M	Buy	13,628 +523	+4%	+$47K	0.23%	104
2022 Q2	$1.25M	Sell	13,105 -201	-2%	-$20.4K	0.23%	102
2022 Q1	$1.27M	Buy	+13,306	New	+$1.41M	0.24%	100

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

Capital Research Global Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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