KCS Wealth Advisory’s Medtronic MDT Stock Holding History

KCS Wealth Advisory’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	-2,281	Closed	-$253K	–	165
2022 Q1	$253K	Buy	2,281 +110	+5%	+$11.6K	0.12%	143
2021 Q4	$225K	Hold	2,171	–	–	0.09%	151
2021 Q3	$272K	Buy	2,171 +12	+0.6%	+$1.55K	0.13%	130
2021 Q2	$268K	Sell	2,159 -106	-5%	-$13.3K	0.13%	133
2021 Q1	$268K	Buy	2,265 +369	+19%	+$43.2K	0.14%	129
2020 Q4	$222K	Sell	1,896 -26	-1%	-$2.86K	0.15%	139
2020 Q3	$200K	Sell	1,922 -489	-20%	-$49.1K	0.16%	137
2020 Q2	$221K	Hold	2,411	–	–	0.18%	131
2020 Q1	$217K	Sell	2,411 -1	-0%	-$106	0.22%	122
2019 Q4	$274K	Sell	2,412 -205	-8%	-$22.5K	0.21%	129
2019 Q3	$284K	Sell	2,617 -135	-5%	-$14.1K	0.2%	124
2019 Q2	$268K	Buy	2,752 +207	+8%	+$18.9K	0.21%	129
2019 Q1	$232K	Buy	2,545 +249	+11%	+$22.3K	0.2%	134
2018 Q4	$209K	Buy	2,296 +158	+7%	+$14.8K	0.22%	142
2018 Q3	$210K	Buy	+2,138	New	+$198K	0.19%	141

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

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

Capital Research Global Investors

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

Franklin Resources

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