Welch Group’s Medtronic MDT Stock Holding History

Welch Group’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	-1,915	Closed	-$212K	–	211
2022 Q1	$212K	Sell	1,915 -822	-30%	-$86.8K	0.01%	200
2021 Q4	$283K	Buy	2,737 +202	+8%	+$23.4K	0.02%	175
2021 Q3	$318K	Buy	2,535 +437	+21%	+$56.6K	0.02%	141
2021 Q2	$260K	Hold	2,098	–	–	0.02%	153
2021 Q1	$248K	Buy	2,098 +375	+22%	+$44K	0.02%	160
2020 Q4	$202K	Buy	+1,723	New	+$190K	0.02%	142
2020 Q2	–	Sell	-1,753	Closed	-$158K	–	145
2020 Q1	$158K	Sell	1,753 -125	-7%	-$13.3K	0.02%	128
2019 Q4	$213K	Buy	1,878 +42	+2%	+$4.61K	0.02%	112
2019 Q3	$199K	Hold	1,836	–	–	0.02%	112
2019 Q2	$179K	Hold	1,836	–	–	0.02%	112
2019 Q1	$167K	Buy	1,836 +386	+27%	+$34.5K	0.02%	123
2018 Q4	$132K	Hold	1,450	–	–	0.02%	128
2018 Q3	$143	Buy	+1,450	New	+$134K	0.01%	130
2017 Q3	–	Sell	-5,906	Closed	-$524K	–	139
2017 Q2	$524K	Buy	+5,906	New	+$498K	0.09%	68

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return