TVWM
MDT icon

Tower View Wealth Management’s Medtronic MDT Stock Holding History

Tower View Wealth 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
-1,650
Closed -$183K – 188
2022
Q1 		$183K Buy
1,650
+25
+2% +$2.64K 0.1% 79
2021
Q4 		$168K Sell
1,625
-15,659
-91% -$1.81M 0.09% 82
2021
Q3 		$2.17M Buy
17,284
+1,897
+12% +$246K 1.2% 37
2021
Q2 		$1.91M Buy
15,387
+12,502
+433% +$1.57M 0.97% 42
2021
Q1 		$341K Buy
2,885
+136
+5% +$15.9K 0.19% 76
2020
Q4 		$322K Buy
2,749
+245
+10% +$27K 0.18% 72
2020
Q3 		$260K Buy
2,504
+125
+5% +$12.6K 0.17% 69
2020
Q2 		$218K Buy
2,379
+694
+41% +$66.5K 0.16% 63
2020
Q1 		$152K Buy
1,685
+975
+137% +$104K 0.14% 62
2019
Q4 		$81K Buy
710
+65
+10% +$7.13K 0.06% 78
2019
Q3 		$70K Buy
645
+225
+54% +$23.5K 0.06% 77
2019
Q2 		$41K Buy
420
+354
+536% +$32.3K 0.04% 80
2019
Q1 		$6K Buy
+66
New +$5.91K 0.01% 120

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 $3.37T AUM 44.26% 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

Tower View Wealth Management's MDT Position: Q2 2022 in Review

Tower View Wealth Management sold out of Medtronic (MDT) in Q2 2022, closing a stake of 1,650 shares — an estimated $183K sold.

Tower View Wealth Management first reported a position in MDT in Q1 2019 and held it in 13 quarters. The position peaked at $2.17M in Q3 2021. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

  • Tower View Wealth Management reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
  • Tower View Wealth Management sold 1,650 Medtronic shares in Q2 2022, an estimated $183K.
  • Tower View Wealth Management first reported a position in Medtronic in Q1 2019 and held it in 13 quarters.
  • Tower View Wealth Management's Medtronic position peaked at $2.17M in Q3 2021.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Tower View Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.