Spearhead Capital Advisors’s Medtronic MDT Stock Holding History

Spearhead Capital Advisors’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 Q3	$1.05M	Sell	13,056 -91,955	-88%	-$8.26M	1.14%	28
2022 Q2	$9.43M	Sell	105,011 -1,852	-2%	-$188K	1.41%	25
2022 Q1	$11.9M	Buy	106,863 +27,257	+34%	+$2.88M	1.47%	22
2021 Q4	$8.23M	Buy	79,606 +2,226	+3%	+$258K	0.99%	50
2021 Q3	$9.7M	Buy	77,380 +9,635	+14%	+$1.25M	1.29%	25
2021 Q2	$8.41M	Buy	67,745 +1,198	+2%	+$150K	1.14%	43
2021 Q1	$7.86M	Buy	66,547 +6,085	+10%	+$713K	1.16%	50
2020 Q4	$7.08M	Buy	60,462 +4,674	+8%	+$515K	1.13%	35
2020 Q3	$5.8M	Buy	55,788 +1,046	+2%	+$105K	1.11%	38
2020 Q2	$5.02M	Sell	54,742 -369	-0.7%	-$35.4K	1.07%	51
2020 Q1	$4.97M	Buy	55,111 +7,154	+15%	+$761K	1.43%	22
2019 Q4	$5.44M	Buy	47,957 +3,225	+7%	+$354K	1.35%	22
2019 Q3	$4.86M	Sell	44,732 -691	-2%	-$72.1K	1.35%	21
2019 Q2	$4.42M	Buy	45,423 +2,238	+5%	+$204K	1.29%	29
2019 Q1	$3.93M	Buy	43,185 +3,252	+8%	+$291K	1.19%	39
2018 Q4	$3.63M	Sell	39,933 -1,657	-4%	-$155K	1.56%	16
2018 Q3	$3.99M	Buy	41,590 +216	+0.5%	+$20K	1.34%	19
2018 Q2	$3.54M	Buy	41,374 +2,851	+7%	+$238K	1.27%	19
2018 Q1	$3.09M	Buy	38,523 +7,332	+24%	+$605K	1.2%	34
2017 Q4	$2.52M	Buy	+31,191	New	+$2.5M	1.22%	39

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Spearhead Capital Advisors's MDT Position: Q3 2022 in Review

Spearhead Capital Advisors reduced its Medtronic (MDT) stake by 88% in Q3 2022, selling an estimated $8.26M and leaving 13,056 shares worth $1.05M. The position accounts for 1.14% of the portfolio, ranked #28.

Spearhead Capital Advisors first reported a position in MDT in Q4 2017 and has held it in 20 quarters since. The position peaked at $11.9M in Q1 2022. 1,931 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

Spearhead Capital Advisors held 13,056 shares of Medtronic worth $1.05M as of Q3 2022.
Spearhead Capital Advisors sold 91,955 Medtronic shares in Q3 2022, an estimated $8.26M.
Medtronic made up 1.14% of Spearhead Capital Advisors's portfolio in Q3 2022, its #28 holding.
Spearhead Capital Advisors first reported a position in Medtronic in Q4 2017 and has held it in 20 quarters since.
Spearhead Capital Advisors's Medtronic position peaked at $11.9M in Q1 2022.
1,931 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.