Minot Wealth Management’s Medtronic MDT Stock Holding History

Minot 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 Q2	$2.04M	Sell	22,778 -14,815	-39%	-$1.5M	0.53%	50
2022 Q1	$4.17M	Sell	37,593 -5,078	-12%	-$536K	0.9%	31
2021 Q4	$4.41M	Sell	42,671 -3,953	-8%	-$458K	0.85%	33
2021 Q3	$5.84M	Buy	46,624 +4,188	+10%	+$542K	1.26%	24
2021 Q2	$5.41M	Buy	42,436 +2,489	+6%	+$313K	1.18%	27
2021 Q1	$4.72M	Buy	39,947 +3,736	+10%	+$438K	1.2%	31
2020 Q4	$4.24M	Buy	36,211 +8,945	+33%	+$985K	1.27%	31
2020 Q3	$2.83M	Buy	27,266 +235	+0.9%	+$23.6K	1.07%	40
2020 Q2	$2.48M	Buy	27,031 +10	+0%	+$959	1.24%	31
2020 Q1	$2.44M	Sell	27,021 -1,039	-4%	-$111K	1.75%	17
2019 Q4	$3.4M	Buy	+28,060	New	+$3.08M	1.55%	16

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

Minot Wealth Management's MDT Position: Q2 2022 in Review

Minot Wealth Management reduced its Medtronic (MDT) stake by 39% in Q2 2022, selling an estimated $1.5M and leaving 22,778 shares worth $2.04M. The position accounts for 0.53% of the portfolio, ranked #50.

Minot Wealth Management first reported a position in MDT in Q4 2019 and has held it in 11 quarters since. The position peaked at $5.84M in Q3 2021. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Minot Wealth Management held 22,778 shares of Medtronic worth $2.04M as of Q2 2022.
Minot Wealth Management sold 14,815 Medtronic shares in Q2 2022, an estimated $1.5M.
Medtronic made up 0.53% of Minot Wealth Management's portfolio in Q2 2022, its #50 holding.
Minot Wealth Management first reported a position in Medtronic in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Medtronic position peaked at $5.84M in Q3 2021.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.