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	$143K	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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Welch Group's MDT Position: Q2 2022 in Review

Welch Group sold out of Medtronic (MDT) in Q2 2022, closing a stake of 1,915 shares — an estimated $212K sold.

Welch Group first reported a position in MDT in Q2 2017 and held it in 14 quarters. The position peaked at $524K in Q2 2017. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Welch Group reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
Welch Group sold 1,915 Medtronic shares in Q2 2022, an estimated $212K.
Welch Group first reported a position in Medtronic in Q2 2017 and held it in 14 quarters.
Welch Group's Medtronic position peaked at $524K in Q2 2017.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Welch Group's 13F filing for Q2 2022, filed 21 Jul 2022.