Aevitas Wealth Management’s Medtronic MDT Stock Holding History

Aevitas 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 Q4	$589K	Sell	7,575 -3,572	-32%	-$290K	0.35%	63
2022 Q3	$900K	Sell	11,147 -362	-3%	-$32.5K	0.68%	44
2022 Q2	$1.03M	Buy	11,509 +6,019	+110%	+$610K	0.7%	44
2022 Q1	$609K	Buy	5,490 +120	+2%	+$12.7K	0.37%	66
2021 Q4	$556K	Buy	5,370 +17	+0.3%	+$1.97K	0.33%	73
2021 Q3	$671K	Buy	5,353 +18	+0.3%	+$2.33K	0.43%	62
2021 Q2	$662K	Sell	5,335 -85	-2%	-$10.7K	0.42%	63
2021 Q1	$640K	Buy	5,420 +17	+0.3%	+$1.99K	0.45%	60
2020 Q4	$633K	Buy	5,403 +18	+0.3%	+$1.98K	0.46%	58
2020 Q3	$560K	Buy	5,385 +20	+0.4%	+$2.01K	0.46%	60
2020 Q2	$492K	Buy	5,365 +965	+22%	+$92.5K	0.45%	63
2020 Q1	$397K	Buy	4,400 +112	+3%	+$11.9K	0.44%	64
2019 Q4	$486K	Buy	4,288 +213	+5%	+$23.4K	0.46%	59
2019 Q3	$443K	Buy	4,075 +60	+1%	+$6.26K	0.44%	63
2019 Q2	$391K	Buy	4,015 +2,374	+145%	+$217K	0.39%	73
2019 Q1	$149K	Buy	1,641 +578	+54%	+$51.7K	0.13%	116
2018 Q4	$97K	Buy	1,063 +3	+0.3%	+$280	0.1%	132
2018 Q3	$104K	Buy	1,060 +297	+39%	+$27.5K	0.09%	136
2018 Q2	$65K	Buy	763 +7	+0.9%	+$585	0.06%	169
2018 Q1	$61K	Buy	756 +1	+0.1%	+$82	0.06%	166
2017 Q4	$61K	Buy	+755	New	+$60.5K	0.06%	175

Other funds holding MDT

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aevitas Wealth Management's MDT Position: Q4 2022 in Review

Aevitas Wealth Management reduced its Medtronic (MDT) stake by 32% in Q4 2022, selling an estimated $290K and leaving 7,575 shares worth $589K. The position accounts for 0.35% of the portfolio, ranked #63.

Aevitas Wealth Management first reported a position in MDT in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.03M in Q2 2022. 1,961 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

Aevitas Wealth Management held 7,575 shares of Medtronic worth $589K as of Q4 2022.
Aevitas Wealth Management sold 3,572 Medtronic shares in Q4 2022, an estimated $290K.
Medtronic made up 0.35% of Aevitas Wealth Management's portfolio in Q4 2022, its #63 holding.
Aevitas Wealth Management first reported a position in Medtronic in Q4 2017 and has held it in 21 quarters since.
Aevitas Wealth Management's Medtronic position peaked at $1.03M in Q2 2022.
1,961 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.