Legacy Financial Strategies’s Medtronic MDT Stock Holding History

Legacy Financial Strategies’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	-14,477	Closed	-$1.61M	–	68
2022 Q1	$1.61M	Buy	14,477 +2,953	+26%	+$312K	0.68%	30
2021 Q4	$1.19M	Buy	11,524 +56	+0.5%	+$6.49K	0.52%	38
2021 Q3	$1.44M	Buy	11,468 +720	+7%	+$93.2K	0.68%	30
2021 Q2	$1.33M	Buy	10,748 +665	+7%	+$83.5K	0.64%	35
2021 Q1	$1.19M	Buy	10,083 +422	+4%	+$49.5K	0.63%	33
2020 Q4	$1.13M	Buy	9,661 +123	+1%	+$13.5K	0.58%	32
2020 Q3	$991K	Buy	9,538 +586	+7%	+$58.9K	0.57%	33
2020 Q2	$821K	Buy	8,952 +453	+5%	+$43.4K	0.63%	33
2020 Q1	$766K	Buy	8,499 +281	+3%	+$29.9K	0.73%	21
2019 Q4	$932K	Buy	8,218 +583	+8%	+$64K	0.75%	23
2019 Q3	$811K	Buy	7,635 +398	+5%	+$41.5K	0.72%	22
2019 Q2	$724K	Buy	7,237 +323	+5%	+$29.5K	0.68%	27
2019 Q1	$630K	Buy	6,914 +372	+6%	+$33.3K	0.54%	32
2018 Q4	$595K	Buy	6,542 +231	+4%	+$21.6K	0.59%	18
2018 Q3	$581K	Buy	6,311 +981	+18%	+$90.7K	0.59%	19
2018 Q2	$456K	Buy	5,330 +635	+14%	+$53K	0.41%	54
2018 Q1	$377K	Buy	4,695 +1,654	+54%	+$136K	0.37%	63
2017 Q4	$246K	Buy	+3,041	New	+$244K	0.26%	86

Other funds holding MDT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Financial Strategies's MDT Position: Q2 2022 in Review

Legacy Financial Strategies sold out of Medtronic (MDT) in Q2 2022, closing a stake of 14,477 shares — an estimated $1.61M sold.

Legacy Financial Strategies first reported a position in MDT in Q4 2017 and held it in 18 quarters. The position peaked at $1.61M in Q1 2022. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Legacy Financial Strategies reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
Legacy Financial Strategies sold 14,477 Medtronic shares in Q2 2022, an estimated $1.61M.
Legacy Financial Strategies first reported a position in Medtronic in Q4 2017 and held it in 18 quarters.
Legacy Financial Strategies's Medtronic position peaked at $1.61M in Q1 2022.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Legacy Financial Strategies's 13F filing for Q2 2022, filed 9 Aug 2022.