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Westover Capital Advisors’s Medtronic MDT Stock Holding History

Westover Capital Advisors’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
-2,323
Closed -$258K – 179
2022
Q1 		$258K Sell
2,323
-725
-24% -$76.6K 0.08% 161
2021
Q4 		$315K Sell
3,048
-434
-12% -$50.3K 0.09% 141
2021
Q3 		$436K Hold
3,482
– – 0.14% 108
2021
Q2 		$432K Sell
3,482
-143
-4% -$18K 0.14% 110
2021
Q1 		$428K Sell
3,625
-79
-2% -$9.26K 0.15% 110
2020
Q4 		$434K Buy
3,704
+248
+7% +$27.3K 0.16% 100
2020
Q3 		$359K Buy
3,456
+787
+29% +$79K 0.15% 100
2020
Q2 		$245K Buy
+2,669
New +$256K 0.11% 99

Other funds holding MDT

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return