SP Asset Management’s Medtronic MDT Stock Holding History

SP Asset 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 Q2	–	Sell	-2,269	Closed	-$252K	–	118
2022 Q1	$252K	Hold	2,269	–	–	0.03%	111
2021 Q4	$235K	Buy	2,269 +3	+0.1%	+$347	0.02%	115
2021 Q3	$278K	Buy	2,266 +3	+0.1%	+$388	0.03%	113
2021 Q2	$295K	Buy	2,263 +2	+0.1%	+$251	0.03%	103
2021 Q1	$291K	Buy	2,261 +3	+0.1%	+$352	0.04%	96
2020 Q4	$267K	Buy	2,258 +4	+0.2%	+$440	0.04%	94
2020 Q3	$234K	Buy	2,254 +7	+0.3%	+$703	0.04%	89
2020 Q2	$206K	Sell	2,247 -262	-10%	-$25.1K	0.04%	80
2020 Q1	$226K	Buy	2,509 +269	+12%	+$28.6K	0.06%	73
2019 Q4	$254K	Sell	2,240 -454	-17%	-$49.8K	0.06%	72
2019 Q3	$293K	Buy	2,694 +6	+0.2%	+$626	0.08%	65
2019 Q2	$262K	Sell	2,688 -138	-5%	-$12.6K	0.07%	65
2019 Q1	$247K	Buy	+2,826	New	+$253K	0.07%	68
2018 Q4	–	Sell	-2,673	Closed	-$256K	–	74
2018 Q3	$256K	Buy	2,673 +10	+0.4%	+$925	0.07%	68
2018 Q2	$241K	Buy	+2,663	New	+$222K	0.07%	71

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

Wellington Management Group

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

Bank of America

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

Geode Capital Management

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

Capital Research Global Investors

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

Franklin Resources

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