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Alaethes Wealth’s Medtronic MDT Stock Holding History

Alaethes Wealth’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
2023
Q3 		– Sell
-16,191
Closed -$1.43M – 114
2023
Q2 		$1.43M Buy
16,191
+568
+4% +$48.9K 0.78% 47
2023
Q1 		$1.26M Buy
15,623
+1,858
+13% +$151K 0.74% 54
2022
Q4 		$1.07M Buy
13,765
+488
+4% +$39.6K 0.74% 62
2022
Q3 		$1.07M Buy
13,277
+695
+6% +$62.5K 0.79% 47
2022
Q2 		$1.13M Buy
12,582
+527
+4% +$53.4K 0.84% 44
2022
Q1 		$1.34M Buy
12,055
+96
+0.8% +$10.1K 0.85% 38
2021
Q4 		$1.24M Buy
11,959
+1,422
+13% +$165K 0.78% 50
2021
Q3 		$1.32M Buy
10,537
+971
+10% +$126K 0.96% 31
2021
Q2 		$1.19M Sell
9,566
-132
-1% -$16.6K 0.92% 36
2021
Q1 		$1.15M Buy
+9,698
New +$1.14M 1.06% 26

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alaethes Wealth's MDT Position: Q3 2023 in Review

Alaethes Wealth sold out of Medtronic (MDT) in Q3 2023, closing a stake of 16,191 shares — an estimated $1.43M sold.

Alaethes Wealth first reported a position in MDT in Q1 2021 and held it in 10 quarters. The position peaked at $1.43M in Q2 2023. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Alaethes Wealth reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • Alaethes Wealth sold 16,191 Medtronic shares in Q3 2023, an estimated $1.43M.
  • Alaethes Wealth first reported a position in Medtronic in Q1 2021 and held it in 10 quarters.
  • Alaethes Wealth's Medtronic position peaked at $1.43M in Q2 2023.
  • 1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Alaethes Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.