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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SP Asset Management's MDT Position: Q2 2022 in Review

SP Asset Management sold out of Medtronic (MDT) in Q2 2022, closing a stake of 2,269 shares — an estimated $252K sold.

SP Asset Management first reported a position in MDT in Q2 2018 and held it in 15 quarters. The position peaked at $295K in Q2 2021. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

SP Asset Management reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
SP Asset Management sold 2,269 Medtronic shares in Q2 2022, an estimated $252K.
SP Asset Management first reported a position in Medtronic in Q2 2018 and held it in 15 quarters.
SP Asset Management's Medtronic position peaked at $295K in Q2 2021.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on SP Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.