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Summit Wealth & Retirement Planning’s Medtronic MDT Stock Holding History

Summit Wealth & Retirement Planning’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
-2,763
Closed -$307K – 117
2022
Q1 		$307K Buy
2,763
+84
+3% +$8.87K 0.11% 84
2021
Q4 		$277K Sell
2,679
-2,370
-47% -$274K 0.09% 79
2021
Q3 		$633K Buy
+5,049
New +$653K 0.23% 54

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth & Retirement Planning's MDT Position: Q2 2022 in Review

Summit Wealth & Retirement Planning sold out of Medtronic (MDT) in Q2 2022, closing a stake of 2,763 shares — an estimated $307K sold.

Summit Wealth & Retirement Planning first reported a position in MDT in Q3 2021 and held it in 3 quarters. The position peaked at $633K in Q3 2021. 2,022 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

  • Summit Wealth & Retirement Planning reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 2,763 Medtronic shares in Q2 2022, an estimated $307K.
  • Summit Wealth & Retirement Planning first reported a position in Medtronic in Q3 2021 and held it in 3 quarters.
  • Summit Wealth & Retirement Planning's Medtronic position peaked at $633K in Q3 2021.
  • 2,022 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2022, filed 2 Aug 2022.