MFA
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McClarren Financial Advisors’s Medtronic MDT Stock Holding History

McClarren Financial 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
Q3 		– Sell
-16
Closed -$1K – 375
2023
Q2 		$1K Sell
16
-11
-41% -$947 ﹤0.01% 316
2023
Q1 		$1K Hold
27
– – ﹤0.01% 306
2022
Q4 		$2K Buy
27
+6
+29% +$486 ﹤0.01% 298
2022
Q3 		$1K Buy
+21
New +$1.89K ﹤0.01% 289
2022
Q2 		– Sell
-20
Closed -$2K – 168
2022
Q1 		$2K Sell
20
-2
-9% -$211 ﹤0.01% 254
2021
Q4 		$3K Buy
22
+2
+10% +$232 ﹤0.01% 281
2021
Q3 		$2K Hold
20
– – ﹤0.01% 259
2021
Q2 		$2K Hold
20
– – ﹤0.01% 282
2021
Q1 		$2K Hold
20
– – ﹤0.01% 240
2020
Q4 		$2K Buy
+20
New +$2.2K ﹤0.01% 203

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return