WAM
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Wakefield Asset Management’s Medtronic MDT Stock Holding History

Wakefield 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
2024
Q4 		– Sell
-5,022
Closed -$452K – 161
2024
Q3 		$452K Buy
5,022
+28
+0.6% +$2.35K 0.15% 132
2024
Q2 		$393K Buy
4,994
+226
+5% +$18.5K 0.14% 135
2024
Q1 		$416K Buy
+4,768
New +$407K 0.14% 138
2022
Q3 		– Sell
-1,554
Closed -$139K – 189
2022
Q2 		$139K Buy
+1,554
New +$157K 0.06% 160
2020
Q2 		– Sell
-11,120
Closed -$1M – 186
2020
Q1 		$1M Buy
11,120
+1,079
+11% +$115K 0.54% 62
2019
Q4 		$1.14M Buy
10,041
+1,173
+13% +$129K 0.47% 65
2019
Q3 		$963K Buy
+8,868
New +$925K 0.42% 69

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return