WWM
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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 $5.7T 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
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