IFWM
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Institute for Wealth Management’s Medtronic MDT Stock Holding History

Institute for 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
2023
Q3 		– Sell
-2,380
Closed -$210K – 470
2023
Q2 		$210K Buy
+2,380
New +$205K 0.04% 430
2022
Q4 		– Sell
-2,978
Closed -$241K – 462
2022
Q3 		$241K Hold
2,978
– – 0.05% 382
2022
Q2 		$267K Hold
2,978
– – 0.05% 422
2022
Q1 		$330K Sell
2,978
-28
-0.9% -$2.96K 0.05% 400
2021
Q4 		$311K Sell
3,006
-25
-0.8% -$2.9K 0.05% 370
2021
Q3 		$380K Hold
3,031
– – 0.07% 323
2021
Q2 		$376K Sell
3,031
-130
-4% -$16.3K 0.07% 326
2021
Q1 		$373K Buy
3,161
+52
+2% +$6.09K 0.07% 317
2020
Q4 		$364K Buy
3,109
+355
+13% +$39.1K 0.07% 317
2020
Q3 		$286K Buy
2,754
+48
+2% +$4.82K 0.07% 324
2020
Q2 		$248K Buy
2,706
+83
+3% +$7.96K 0.06% 357
2020
Q1 		$237K Buy
2,623
+49
+2% +$5.21K 0.08% 331
2019
Q4 		$292K Sell
2,574
-102
-4% -$11.2K 0.07% 350
2019
Q3 		$291K Sell
2,676
-585
-18% -$61K 0.07% 330
2019
Q2 		$318K Sell
3,261
-466
-13% -$42.5K 0.07% 338
2019
Q1 		$339K Buy
3,727
+501
+16% +$44.8K 0.07% 312
2018
Q4 		$293K Buy
+3,226
New +$301K 0.12% 197

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return