Willner & Heller’s Medtronic MDT Stock Holding History

Willner & Heller’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 Q1	–	Sell	-2,657	Closed	-$333K	–	148
2021 Q4	$333K	Buy	+2,657	New	+$308K	0.44%	82

Other funds holding MDT

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Willner & Heller's MDT Position: Q1 2022 in Review

Willner & Heller sold out of Medtronic (MDT) in Q1 2022, closing a stake of 2,657 shares — an estimated $333K sold.

Willner & Heller first reported a position in MDT in Q4 2021 and held it in 1 quarter. The position peaked at $333K in Q4 2021. 2,101 funds tracked by Wall St. Rank hold MDT as of Q1 2022.

Willner & Heller reported no remaining Medtronic position as of Q1 2022 after selling out during the quarter.
Willner & Heller sold 2,657 Medtronic shares in Q1 2022, an estimated $333K.
Willner & Heller first reported a position in Medtronic in Q4 2021 and held it in 1 quarter.
Willner & Heller's Medtronic position peaked at $333K in Q4 2021.
2,101 funds tracked by Wall St. Rank held Medtronic as of Q1 2022.

Based on Willner & Heller's 13F filing for Q1 2022, filed 5 Jul 2022.