Retirement Capital Strategies’s Medtronic MDT Stock Holding History

Retirement Capital Strategies’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 Q3	–	Sell	-2,390	Closed	-$215K	–	61
2022 Q2	$215K	Hold	2,390	–	–	0.1%	55
2022 Q1	$264K	Hold	2,390	–	–	0.11%	50
2021 Q4	$247K	Hold	2,390	–	–	0.09%	70
2021 Q3	$300K	Hold	2,390	–	–	0.12%	61
2021 Q2	$297K	Hold	2,390	–	–	0.11%	71
2021 Q1	$282K	Hold	2,390	–	–	0.11%	68
2020 Q4	$280K	Hold	2,390	–	–	0.11%	59
2020 Q3	$240K	Hold	2,390	–	–	0.11%	56
2020 Q2	$219K	Hold	2,390	–	–	0.1%	42
2020 Q1	$216K	Hold	2,390	–	–	0.12%	36
2019 Q4	$271K	Hold	2,390	–	–	0.13%	44
2019 Q3	$260K	Hold	2,390	–	–	0.13%	44
2019 Q2	$233K	Hold	2,390	–	–	0.12%	46
2019 Q1	$218K	Hold	2,390	–	–	0.11%	45
2018 Q4	$217K	Hold	2,390	–	–	0.12%	43
2018 Q3	$235K	Hold	2,390	–	–	0.12%	40
2018 Q2	$205K	Buy	+2,390	New	+$200K	0.11%	29

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Retirement Capital Strategies's MDT Position: Q3 2022 in Review

Retirement Capital Strategies sold out of Medtronic (MDT) in Q3 2022, closing a stake of 2,390 shares — an estimated $215K sold.

Retirement Capital Strategies first reported a position in MDT in Q2 2018 and held it in 17 quarters. The position peaked at $300K in Q3 2021. 1,931 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

Retirement Capital Strategies reported no remaining Medtronic position as of Q3 2022 after selling out during the quarter.
Retirement Capital Strategies sold 2,390 Medtronic shares in Q3 2022, an estimated $215K.
Retirement Capital Strategies first reported a position in Medtronic in Q2 2018 and held it in 17 quarters.
Retirement Capital Strategies's Medtronic position peaked at $300K in Q3 2021.
1,931 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Retirement Capital Strategies's 13F filing for Q3 2022, filed 10 Nov 2022.