Zevin Asset Management’s Medtronic MDT Stock Holding History

Zevin Asset 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	-1,805	Closed	-$200K	–	88
2022 Q1	$200K	Buy	+1,805	New	+$191K	0.04%	87
2021 Q4	–	Sell	-1,882	Closed	-$236K	–	98
2021 Q3	$236K	Buy	1,882 +106	+6%	+$13.7K	0.05%	90
2021 Q2	$220K	Hold	1,776	–	–	0.04%	96
2021 Q1	$210K	Hold	1,776	–	–	0.05%	86
2020 Q4	$208K	Buy	+1,776	New	+$196K	0.05%	86
2020 Q1	–	Sell	-1,858	Closed	-$211K	–	88
2019 Q4	$211K	Hold	1,858	–	–	0.06%	86
2019 Q3	$202K	Buy	+1,858	New	+$194K	0.07%	90

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 $3.38T AUM 44.17% 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

Zevin Asset Management's MDT Position: Q2 2022 in Review

Zevin Asset Management sold out of Medtronic (MDT) in Q2 2022, closing a stake of 1,805 shares — an estimated $200K sold.

Zevin Asset Management first reported a position in MDT in Q3 2019 and held it in 7 quarters. The position peaked at $236K in Q3 2021. 2,022 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Zevin Asset Management reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
Zevin Asset Management sold 1,805 Medtronic shares in Q2 2022, an estimated $200K.
Zevin Asset Management first reported a position in Medtronic in Q3 2019 and held it in 7 quarters.
Zevin Asset Management's Medtronic position peaked at $236K in Q3 2021.
2,022 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

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