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Windsor Wealth Management’s Medtronic MDT Stock Holding History

Windsor Wealth 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
2022
Q2 		– Sell
-10,855
Closed -$1.22M – 205
2022
Q1 		$1.22M Sell
10,855
-135
-1% -$14.3K 0.23% 86
2021
Q4 		$1.17M Sell
10,990
-1,103
-9% -$128K 0.21% 103
2021
Q3 		$1.54M Buy
12,093
+21
+0.2% +$2.72K 0.32% 64
2021
Q2 		$1.5M Sell
12,072
-559
-4% -$70.2K 0.32% 62
2021
Q1 		$1.49M Buy
12,631
+771
+7% +$90.4K 0.36% 56
2020
Q4 		$1.39M Sell
11,860
-263
-2% -$29K 0.35% 57
2020
Q3 		$1.31M Sell
12,123
-264
-2% -$26.5K 0.38% 57
2020
Q2 		$1.14M Buy
12,387
+393
+3% +$37.7K 0.36% 63
2020
Q1 		$1.08M Sell
11,994
-526
-4% -$56K 0.44% 53
2019
Q4 		$1.42M Buy
12,520
+784
+7% +$86K 0.52% 46
2019
Q3 		$1.24M Sell
11,736
-560
-5% -$58.4K 0.54% 46
2019
Q2 		$1.21M Buy
12,296
+547
+5% +$49.9K 0.53% 50
2019
Q1 		$1.07M Buy
11,749
+882
+8% +$78.9K 0.6% 44
2018
Q4 		$988K Buy
10,867
+1,982
+22% +$185K 0.68% 37
2018
Q3 		$874K Buy
8,885
+712
+9% +$65.8K 0.57% 47
2018
Q2 		$700K Sell
8,173
-345
-4% -$28.8K 0.55% 44
2018
Q1 		$683K Sell
8,518
-7
-0.1% -$577 0.58% 42
2017
Q4 		$688K Buy
+8,525
New +$683K 0.59% 42

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Windsor Wealth Management's MDT Position: Q2 2022 in Review

Windsor Wealth Management sold out of Medtronic (MDT) in Q2 2022, closing a stake of 10,855 shares — an estimated $1.22M sold.

Windsor Wealth Management first reported a position in MDT in Q4 2017 and held it in 18 quarters. The position peaked at $1.54M in Q3 2021. 2,022 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

  • Windsor Wealth Management reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 10,855 Medtronic shares in Q2 2022, an estimated $1.22M.
  • Windsor Wealth Management first reported a position in Medtronic in Q4 2017 and held it in 18 quarters.
  • Windsor Wealth Management's Medtronic position peaked at $1.54M in Q3 2021.
  • 2,022 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.