Northeast Financial Consultants’s Medtronic MDT Stock Holding History

Northeast Financial Consultants’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	-1,814	Closed	-$201K	–	370
2022 Q1	$201K	Sell	1,814 -1,024	-36%	-$108K	0.01%	371
2021 Q4	$294K	Sell	2,838 -232	-8%	-$26.9K	0.02%	282
2021 Q3	$385K	Sell	3,070 -623	-17%	-$80.6K	0.03%	251
2021 Q2	$458K	Buy	3,693 +600	+19%	+$75.3K	0.03%	231
2021 Q1	$365K	Buy	3,093 +232	+8%	+$27.2K	0.03%	243
2020 Q4	$335K	Hold	2,861	–	–	0.03%	241
2020 Q3	$297K	Sell	2,861 -12	-0.4%	-$1.21K	0.03%	231
2020 Q2	$263K	Buy	2,873 +6	+0.2%	+$575	0.03%	234
2020 Q1	$259K	Buy	2,867 +6	+0.2%	+$638	0.03%	216
2019 Q4	$325K	Sell	2,861 -1,019	-26%	-$112K	0.03%	225
2019 Q3	$421K	Hold	3,880	–	–	0.04%	196
2019 Q2	$378K	Buy	3,880 +23	+0.6%	+$2.1K	0.04%	204
2019 Q1	$351K	Buy	+3,857	New	+$345K	0.04%	208
2018 Q3	–	Sell	-2,585	Closed	-$221K	–	164
2018 Q2	$221K	Hold	2,585	–	–	0.07%	129
2018 Q1	$207K	Sell	2,585 -262	-9%	-$21.6K	0.07%	134
2017 Q4	$229K	Buy	2,847 +262	+10%	+$21K	0.08%	132
2017 Q3	$201K	Hold	2,585	–	–	0.07%	146
2017 Q2	$229K	Hold	2,585	–	–	0.09%	131
2017 Q1	$208K	Buy	+2,585	New	+$202K	0.09%	139
2016 Q4	–	Sell	-2,585	Closed	-$223K	–	151
2016 Q3	$223K	Buy	+2,585	New	+$225K	0.09%	139

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 $3.38T AUM 44.17% 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

Northeast Financial Consultants's MDT Position: Q2 2022 in Review

Northeast Financial Consultants sold out of Medtronic (MDT) in Q2 2022, closing a stake of 1,814 shares — an estimated $201K sold.

Northeast Financial Consultants first reported a position in MDT in Q3 2016 and held it in 20 quarters. The position peaked at $458K in Q2 2021. 2,022 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Northeast Financial Consultants reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
Northeast Financial Consultants sold 1,814 Medtronic shares in Q2 2022, an estimated $201K.
Northeast Financial Consultants first reported a position in Medtronic in Q3 2016 and held it in 20 quarters.
Northeast Financial Consultants's Medtronic position peaked at $458K in Q2 2021.
2,022 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Northeast Financial Consultants's 13F filing for Q2 2022, filed 12 Aug 2022.