KG&L Capital Management’s Medtronic MDT Stock Holding History

KG&L Capital 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 Q1	–	Sell	-3,770	Closed	-$311K	–	182
2023 Q4	$311K	Buy	3,770 +1,077	+40%	+$82.1K	0.13%	134
2023 Q3	$211K	Sell	2,693 -2,616	-49%	-$219K	0.1%	140
2023 Q2	$468K	Buy	5,309 +1,062	+25%	+$91.4K	0.22%	81
2023 Q1	$342K	Buy	4,247 +139	+3%	+$11.3K	0.18%	95
2022 Q4	$319K	Sell	4,108 -2,802	-41%	-$227K	0.18%	96
2022 Q3	$558K	Sell	6,910 -1,087	-14%	-$97.7K	0.32%	67
2022 Q2	$718K	Sell	7,997 -74	-0.9%	-$7.5K	0.39%	62
2022 Q1	$895K	Sell	8,071 -613	-7%	-$64.8K	0.37%	68
2021 Q4	$898K	Buy	8,684 +3,529	+68%	+$409K	0.36%	69
2021 Q3	$646K	Buy	5,155 +472	+10%	+$61.1K	0.28%	75
2021 Q2	$581K	Buy	4,683 +2,310	+97%	+$290K	0.26%	84
2021 Q1	$280K	Buy	2,373 +73	+3%	+$8.56K	0.14%	112
2020 Q4	$269K	Buy	2,300 +319	+16%	+$35.1K	0.15%	111
2020 Q3	$205K	Buy	+1,981	New	+$199K	0.13%	124

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

JP Morgan Chase

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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