Seven Post Investment Office’s Medtronic MDT Stock Holding History

Seven Post Investment Office’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 Q2	–	Sell	-2,000	Closed	-$222K	–	51
2022 Q1	$222K	Hold	2,000	–	–	0.07%	46
2021 Q4	$207K	Hold	2,000	–	–	0.06%	47
2021 Q3	$251K	Hold	2,000	–	–	0.08%	44
2021 Q2	$248K	Hold	2,000	–	–	0.08%	45
2021 Q1	$236K	Sell	2,000 -15	-0.7%	-$1.76K	0.08%	40
2020 Q4	$236K	Hold	2,015	–	–	0.1%	39
2020 Q3	$209K	Buy	+2,015	New	+$202K	0.08%	44
2020 Q1	–	Sell	-2,015	Closed	-$229K	–	40
2019 Q4	$229K	Hold	2,015	–	–	0.17%	26
2019 Q3	$219K	Buy	+2,015	New	+$210K	0.16%	23

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Seven Post Investment Office's MDT Position: Q2 2022 in Review

Seven Post Investment Office sold out of Medtronic (MDT) in Q2 2022, closing a stake of 2,000 shares — an estimated $222K sold.

Seven Post Investment Office first reported a position in MDT in Q3 2019 and held it in 9 quarters. The position peaked at $251K in Q3 2021. 2,022 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Seven Post Investment Office reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
Seven Post Investment Office sold 2,000 Medtronic shares in Q2 2022, an estimated $222K.
Seven Post Investment Office first reported a position in Medtronic in Q3 2019 and held it in 9 quarters.
Seven Post Investment Office's Medtronic position peaked at $251K in Q3 2021.
2,022 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Seven Post Investment Office's 13F filing for Q2 2022, filed 8 Aug 2022.