Mason Investment Advisory Services’s Medtronic MDT Stock Holding History

Mason Investment Advisory Services’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 Q4	–	Sell	-3,768	Closed	-$304K	–	93
2022 Q3	$304K	Buy	3,768 +250	+7%	+$22.5K	0.03%	64
2022 Q2	$316K	Sell	3,518 -11,440	-76%	-$1.16M	0.03%	57
2022 Q1	$1.66M	Buy	14,958 +2,538	+20%	+$268K	0.14%	28
2021 Q4	$1.28M	Hold	12,420	–	–	0.11%	39
2021 Q3	$1.56M	Hold	12,420	–	–	0.16%	29
2021 Q2	$1.54M	Sell	12,420 -1,514	-11%	-$190K	0.16%	30
2021 Q1	$1.65M	Buy	13,934 +100	+0.7%	+$11.7K	0.17%	19
2020 Q4	$1.62M	Buy	13,834 +162	+1%	+$17.8K	0.19%	16
2020 Q3	$1.42M	Hold	13,672	–	–	0.2%	18
2020 Q2	$1.25M	Hold	13,672	–	–	0.19%	23
2020 Q1	$1.23M	Hold	13,672	–	–	0.21%	23
2019 Q4	$1.55M	Hold	13,672	–	–	0.23%	22
2019 Q3	$1.49M	Hold	13,672	–	–	0.24%	22
2019 Q2	$1.33M	Buy	13,672 +1,449	+12%	+$132K	0.22%	27
2019 Q1	$1.11M	Buy	+12,223	New	+$1.09M	0.31%	29

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

Capital Research Global Investors

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

Geode Capital Management

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

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return