Intersect Capital’s Medtronic MDT Stock Holding History

Intersect Capital’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	$688K	Sell	7,663 -466	-6%	-$47.2K	0.21%	105
2022 Q1	$902K	Buy	8,129 +514	+7%	+$54.3K	0.17%	122
2021 Q4	$788K	Sell	7,615 -1,894	-20%	-$219K	0.15%	129
2021 Q3	$1.19M	Buy	9,509 +201	+2%	+$26K	0.2%	96
2021 Q2	$1.16M	Buy	9,308 +161	+2%	+$20.2K	0.2%	92
2021 Q1	$1.08M	Buy	9,147 +438	+5%	+$51.3K	0.22%	85
2020 Q4	$1.02M	Buy	8,709 +1,464	+20%	+$161K	0.22%	81
2020 Q3	$753K	Buy	7,245 +2,460	+51%	+$247K	0.2%	84
2020 Q2	$439K	Buy	4,785 +899	+23%	+$86.2K	0.14%	103
2020 Q1	$350K	Buy	3,886 +59	+2%	+$6.28K	0.14%	117
2019 Q4	$434K	Buy	3,827 +64	+2%	+$7.02K	0.15%	110
2019 Q3	$409K	Hold	3,763	–	–	0.15%	113
2019 Q2	$366K	Hold	3,763	–	–	0.14%	115
2019 Q1	$343K	Buy	3,763 +84	+2%	+$7.52K	0.14%	103
2018 Q4	$335K	Buy	3,679 +1,520	+70%	+$142K	0.16%	93
2018 Q3	$212K	Buy	+2,159	New	+$200K	0.09%	119
2015 Q1	–	Sell	-2,003	Closed	-$145K	–	461
2014 Q4	$145K	Buy	+2,003	New	+$139K	0.12%	103

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

Intersect Capital's MDT Position: Q2 2022 in Review

Intersect Capital reduced its Medtronic (MDT) stake by 5.7% in Q2 2022, selling an estimated $47.2K and leaving 7,663 shares worth $688K. The position accounts for 0.21% of the portfolio, ranked #105.

Intersect Capital first reported a position in MDT in Q4 2014 and has held it in 17 quarters since. The position peaked at $1.19M in Q3 2021. 2,022 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Intersect Capital held 7,663 shares of Medtronic worth $688K as of Q2 2022.
Intersect Capital sold 466 Medtronic shares in Q2 2022, an estimated $47.2K.
Medtronic made up 0.21% of Intersect Capital's portfolio in Q2 2022, its #105 holding.
Intersect Capital first reported a position in Medtronic in Q4 2014 and has held it in 17 quarters since.
Intersect Capital's Medtronic position peaked at $1.19M in Q3 2021.
2,022 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.