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

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

Westover Capital Advisors's MDT Position: Q2 2022 in Review

Westover Capital Advisors sold out of Medtronic (MDT) in Q2 2022, closing a stake of 2,323 shares — an estimated $258K sold.

Westover Capital Advisors first reported a position in MDT in Q2 2020 and held it in 8 quarters. The position peaked at $436K in Q3 2021. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Westover Capital Advisors reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
Westover Capital Advisors sold 2,323 Medtronic shares in Q2 2022, an estimated $258K.
Westover Capital Advisors first reported a position in Medtronic in Q2 2020 and held it in 8 quarters.
Westover Capital Advisors's Medtronic position peaked at $436K in Q3 2021.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Westover Capital Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.