SWM
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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 – 480
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return