MAS Advisors’s Medtronic MDT Stock Holding History

MAS Advisors’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
2023 Q2	–	Sell	-2,546	Closed	-$205K	–	66
2023 Q1	$205K	Buy	+2,546	New	+$208K	0.2%	77
2022 Q4	–	Sell	-2,546	Closed	-$206K	–	100
2022 Q3	$206K	Sell	2,546 -53	-2%	-$4.76K	0.14%	86
2022 Q2	$233K	Buy	2,599 +211	+9%	+$21.4K	0.21%	73
2022 Q1	$266K	Buy	2,388 +223	+10%	+$23.6K	0.2%	74
2021 Q4	$226K	Buy	+2,165	New	+$251K	0.17%	90

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

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MAS Advisors's MDT Position: Q2 2023 in Review

MAS Advisors sold out of Medtronic (MDT) in Q2 2023, closing a stake of 2,546 shares — an estimated $205K sold.

MAS Advisors first reported a position in MDT in Q4 2021 and held it in 5 quarters. The position peaked at $266K in Q1 2022. 2,057 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

MAS Advisors reported no remaining Medtronic position as of Q2 2023 after selling out during the quarter.
MAS Advisors sold 2,546 Medtronic shares in Q2 2023, an estimated $205K.
MAS Advisors first reported a position in Medtronic in Q4 2021 and held it in 5 quarters.
MAS Advisors's Medtronic position peaked at $266K in Q1 2022.
2,057 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on MAS Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.