McCarthy Asset Management’s Medtronic MDT Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-450	Closed	-$50K	–	183
2022 Q1	$50K	Hold	450	–	–	0.03%	78
2021 Q4	$47K	Hold	450	–	–	0.03%	84
2021 Q3	$56K	Hold	450	–	–	0.04%	76
2021 Q2	$56K	Hold	450	–	–	0.04%	85
2021 Q1	$53K	Hold	450	–	–	0.04%	86
2020 Q4	$53K	Buy	+450	New	+$49.5K	0.04%	82

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

McCarthy Asset Management's MDT Position: Q2 2022 in Review

McCarthy Asset Management sold out of Medtronic (MDT) in Q2 2022, closing a stake of 450 shares — an estimated $50K sold.

McCarthy Asset Management first reported a position in MDT in Q4 2020 and held it in 6 quarters. The position peaked at $56K in Q3 2021. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

McCarthy Asset Management reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 450 Medtronic shares in Q2 2022, an estimated $50K.
McCarthy Asset Management first reported a position in Medtronic in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Medtronic position peaked at $56K in Q3 2021.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.