Alley Investment Management Company’s Medtronic MDT Stock Holding History

Alley Investment Management Company’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 Q4	–	Sell	-34,032	Closed	-$2.67M	–	83
2023 Q3	$2.67M	Sell	34,032 -42,279	-55%	-$3.54M	0.45%	57
2023 Q2	$6.72M	Sell	76,311 -106	-0.1%	-$9.13K	1.08%	41
2023 Q1	$6.16M	Buy	76,417 +4,704	+7%	+$383K	1.03%	44
2022 Q4	$5.57M	Sell	71,713 -2,501	-3%	-$203K	0.96%	46
2022 Q3	$5.99M	Sell	74,214 -156	-0.2%	-$14K	1.2%	39
2022 Q2	$6.67M	Buy	74,370 +459	+0.6%	+$46.5K	1.26%	37
2022 Q1	$8.2M	Buy	+73,911	New	+$7.81M	1.35%	35

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 $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Alley Investment Management Company's MDT Position: Q4 2023 in Review

Alley Investment Management Company sold out of Medtronic (MDT) in Q4 2023, closing a stake of 34,032 shares — an estimated $2.67M sold.

Alley Investment Management Company first reported a position in MDT in Q1 2022 and held it in 7 quarters. The position peaked at $8.2M in Q1 2022. 2,078 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Alley Investment Management Company reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
Alley Investment Management Company sold 34,032 Medtronic shares in Q4 2023, an estimated $2.67M.
Alley Investment Management Company first reported a position in Medtronic in Q1 2022 and held it in 7 quarters.
Alley Investment Management Company's Medtronic position peaked at $8.2M in Q1 2022.
2,078 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Alley Investment Management Company's 13F filing for Q4 2023, filed 12 Feb 2024.