ST
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Sageworth Trust’s Medtronic MDT Stock Holding History

Sageworth Trust’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
2023
Q2 		– Sell
-328
Closed -$26.4K – 283
2023
Q1 		$26.4K Buy
+328
New +$26.7K ﹤0.01% 184
2022
Q2 		– Sell
-75
Closed -$8K – 415
2022
Q1 		$8K Sell
75
-75
-50% -$7.92K ﹤0.01% 203
2021
Q4 		$16K Sell
150
-188
-56% -$21.8K ﹤0.01% 210
2021
Q3 		$42K Sell
338
-2,218
-87% -$287K ﹤0.01% 208
2021
Q2 		$317K Buy
2,556
+2,406
+1,604% +$302K 0.03% 88
2021
Q1 		$18K Sell
150
-248
-62% -$29.1K ﹤0.01% 235
2020
Q4 		$47K Buy
398
+248
+165% +$27.3K ﹤0.01% 121
2020
Q3 		$16K Buy
150
+142
+1,775% +$14.3K ﹤0.01% 125
2020
Q2 		$1K Buy
+8
New +$767 ﹤0.01% 196
2019
Q1 		– Sell
-6
Closed -$1K – 284
2018
Q4 		$1K Buy
+6
New +$561 ﹤0.01% 149
2018
Q2 		– Sell
-99
Closed -$8K – 179
2018
Q1 		$8K Buy
+99
New +$8.17K ﹤0.01% 106

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return