Midwest Wealth Management’s Medtronic MDT Stock Holding History

Midwest Wealth 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 Q1	$1.6M	Buy	14,393 +1,060	+8%	+$112K	0.97%	57
2021 Q4	$1.38M	Buy	13,333 +1,319	+11%	+$153K	0.86%	63
2021 Q3	$1.51M	Buy	12,014 +874	+8%	+$113K	1.04%	45
2021 Q2	$1.38M	Buy	11,140 +841	+8%	+$106K	0.99%	48
2021 Q1	$1.22M	Buy	10,299 +796	+8%	+$93.3K	0.99%	47
2020 Q4	$1.11M	Buy	+9,503	New	+$1.05M	1.02%	45

Other funds holding MDT

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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 $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Midwest Wealth Management's MDT Position: Q1 2022 in Review

Midwest Wealth Management increased its Medtronic (MDT) stake by 8% in Q1 2022, buying an estimated $112K and bringing the position to 14,393 shares worth $1.6M. The position accounts for 0.97% of the portfolio, ranked #57.

Midwest Wealth Management first reported a position in MDT in Q4 2020 and has held it in 6 quarters since. 2,101 funds tracked by Wall St. Rank hold MDT as of Q1 2022.

Midwest Wealth Management held 14,393 shares of Medtronic worth $1.6M as of Q1 2022.
Midwest Wealth Management bought 1,060 Medtronic shares in Q1 2022, an estimated $112K.
Medtronic made up 0.97% of Midwest Wealth Management's portfolio in Q1 2022, its #57 holding.
Midwest Wealth Management first reported a position in Medtronic in Q4 2020 and has held it in 6 quarters since.
2,101 funds tracked by Wall St. Rank held Medtronic as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.