Selective Wealth Management’s Medtronic MDT Stock Holding History

Selective Wealth 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
2022 Q4	–	Sell	-49	Closed	-$4K	–	479
2022 Q3	$4K	Hold	49	–	–	﹤0.01%	616
2022 Q2	$4K	Hold	49	–	–	﹤0.01%	652
2022 Q1	$5K	Sell	49 -225	-82%	-$23.8K	﹤0.01%	600
2021 Q4	$28K	Hold	274	–	–	0.01%	362
2021 Q3	$34K	Buy	274 +225	+459%	+$29.1K	0.02%	306
2021 Q2	$6K	Buy	49 +40	+444%	+$5.02K	﹤0.01%	392
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	376
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	359
2020 Q3	$1K	Hold	9	–	–	﹤0.01%	298
2020 Q2	$1K	Hold	9	–	–	﹤0.01%	401
2020 Q1	$1K	Hold	9	–	–	﹤0.01%	314
2019 Q4	$1K	Hold	9	–	–	﹤0.01%	311
2019 Q3	$1K	Buy	+9	New	+$939	﹤0.01%	321
2018 Q3	$1K	Buy	+9	New	+$832	0.01%	155

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 $3.37T AUM 44.26% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Selective Wealth Management's MDT Position: Q4 2022 in Review

Selective Wealth Management sold out of Medtronic (MDT) in Q4 2022, closing a stake of 49 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in MDT in Q3 2018 and held it in 14 quarters. The position peaked at $34K in Q3 2021. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

Selective Wealth Management reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 49 Medtronic shares in Q4 2022, an estimated $4K.
Selective Wealth Management first reported a position in Medtronic in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's Medtronic position peaked at $34K in Q3 2021.
1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.