Rockbridge Investment Management’s Medtronic MDT Stock Holding History

Rockbridge Investment 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
2024 Q1	–	Sell	-611	Closed	-$50.3K	–	417
2023 Q4	$50.3K	Buy	+611	New	+$46.6K	0.01%	241
2022 Q3	–	Sell	-340	Closed	-$30.5K	–	396
2022 Q2	$30.5K	Sell	340 -796	-70%	-$80.7K	0.01%	262
2022 Q1	$128K	Sell	1,136 -400	-26%	-$42.3K	0.02%	196
2021 Q4	$159K	Hold	1,536	–	–	0.02%	200
2021 Q3	$193K	Sell	1,536 -13	-0.8%	-$1.68K	0.03%	155
2021 Q2	$192K	Buy	1,549 +400	+35%	+$50.2K	0.03%	155
2021 Q1	$136K	Sell	1,149 -740	-39%	-$86.7K	0.03%	181
2020 Q4	$221K	Buy	1,889 +814	+76%	+$89.6K	0.05%	129
2020 Q3	$112K	Buy	1,075 +385	+56%	+$38.7K	0.03%	176
2020 Q2	$63K	Buy	+690	New	+$66.2K	0.02%	215

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return