WAM
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Werlinich Asset Management’s Medtronic MDT Stock Holding History

Werlinich 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
2023
Q2 		– Sell
-14,700
Closed -$1.19M – 57
2023
Q1 		$1.19M Sell
14,700
-730
-5% -$59.5K 1.04% 30
2022
Q4 		$1.2M Sell
15,430
-340
-2% -$27.6K 1.11% 29
2022
Q3 		$1.27M Sell
15,770
-125
-0.8% -$11.2K 1.3% 28
2022
Q2 		$1.43M Buy
15,895
+10
+0.1% +$1.01K 1.33% 28
2022
Q1 		$1.76M Hold
15,885
– – 1.34% 26
2021
Q4 		$1.64M Buy
15,885
+1,150
+8% +$133K 1.2% 31
2021
Q3 		$1.85M Hold
14,735
– – 1.49% 25
2021
Q2 		$1.83M Hold
14,735
– – 1.48% 27
2021
Q1 		$1.74M Buy
+14,735
New +$1.73M 1.53% 26

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return