Samalin Investment Counsel’s Medtronic MDT Stock Holding History

Samalin Investment Counsel’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	-3,618	Closed	-$292K	–	284
2023 Q1	$292K	Sell	3,618 -193	-5%	-$15.7K	0.18%	168
2022 Q4	$296K	Sell	3,811 -9	-0.2%	-$729	0.19%	153
2022 Q3	$308K	Buy	3,820 +5	+0.1%	+$449	0.23%	134
2022 Q2	$342K	Buy	3,815 +3	+0.1%	+$304	0.24%	130
2022 Q1	$423K	Buy	3,812 +358	+10%	+$37.8K	0.26%	120
2021 Q4	$357K	Buy	3,454 +278	+9%	+$32.2K	0.21%	148
2021 Q3	$398K	Sell	3,176 -8	-0.3%	-$1.03K	0.26%	127
2021 Q2	$395K	Buy	3,184 +52	+2%	+$6.53K	0.26%	133
2021 Q1	$370K	Buy	3,132 +227	+8%	+$26.6K	0.25%	131
2020 Q4	$340K	Sell	2,905 -223	-7%	-$24.5K	0.26%	138
2020 Q3	$325K	Buy	3,128 +437	+16%	+$43.9K	0.29%	110
2020 Q2	$246K	Buy	2,691 +153	+6%	+$14.7K	0.26%	129
2020 Q1	$228K	Sell	2,538 -615	-20%	-$65.4K	0.31%	101
2019 Q4	$357K	Buy	+3,153	New	+$346K	0.3%	95

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

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 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