Mariner Independent Advisor Network’s Medtronic MDT Stock Holding History

Mariner Independent Advisor Network’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 Q3	$996K	Sell	12,339 -2,690	-18%	-$242K	0.04%	366
2022 Q2	$1.35M	Buy	15,029 +1,580	+12%	+$160K	0.06%	315
2022 Q1	$1.5M	Buy	13,449 +1,640	+14%	+$173K	0.06%	307
2021 Q4	$1.25M	Buy	+11,809	New	+$1.37M	0.06%	303
2019 Q4	–	Sell	-11,590	Closed	-$1.25M	–	385
2019 Q3	$1.25M	Buy	+11,590	New	+$1.21M	0.1%	226
2016 Q4	–	Sell	-11,056	Closed	-$955K	–	191
2016 Q3	$955K	Buy	+11,056	New	+$963K	0.14%	110

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 $315B AUM 27.84% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mariner Independent Advisor Network's MDT Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Medtronic (MDT) stake by 18% in Q3 2022, selling an estimated $242K and leaving 12,339 shares worth $996K. The position accounts for 0.04% of the portfolio, ranked #366.

Mariner Independent Advisor Network first reported a position in MDT in Q3 2016 and has held it in 6 quarters since. The position peaked at $1.5M in Q1 2022. 1,931 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

Mariner Independent Advisor Network held 12,339 shares of Medtronic worth $996K as of Q3 2022.
Mariner Independent Advisor Network sold 2,690 Medtronic shares in Q3 2022, an estimated $242K.
Medtronic made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #366 holding.
Mariner Independent Advisor Network first reported a position in Medtronic in Q3 2016 and has held it in 6 quarters since.
Mariner Independent Advisor Network's Medtronic position peaked at $1.5M in Q1 2022.
1,931 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.