AIP
MDT icon

Almanack Investment Partners’s Medtronic MDT Stock Holding History

Almanack Investment Partners’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 		– Sell
-3,390
Closed -$274K – 769
2022
Q3 		$274K Sell
3,390
-448
-12% -$40.3K 0.05% 115
2022
Q2 		$347K Sell
3,838
-27
-0.7% -$2.74K 0.03% 293
2022
Q1 		$431K Sell
3,865
-5
-0.1% -$528 0.04% 290
2021
Q4 		$403K Buy
3,870
+50
+1% +$5.79K 0.03% 303
2021
Q3 		$481K Sell
3,820
-120
-3% -$15.5K 0.04% 265
2021
Q2 		$492K Sell
3,940
-429
-10% -$53.9K 0.05% 230
2021
Q1 		$519K Sell
4,369
-1,842
-30% -$216K 0.05% 224
2020
Q4 		$731K Buy
6,211
+486
+8% +$53.5K 0.08% 156
2020
Q3 		$656K Buy
5,725
+448
+8% +$45K 0.08% 164
2020
Q2 		$487K Sell
5,277
-1,876
-26% -$180K 0.09% 130
2020
Q1 		$649K Buy
7,153
+1,925
+37% +$205K 0.14% 94
2019
Q4 		$596K Sell
5,228
-454
-8% -$49.8K 0.11% 93
2019
Q3 		$620K Buy
5,682
+191
+3% +$19.9K 0.12% 98
2019
Q2 		$535K Buy
5,491
+281
+5% +$25.7K 0.12% 89
2019
Q1 		$477K Buy
5,210
+971
+23% +$86.9K 0.13% 74
2018
Q4 		$388K Sell
4,239
-353
-8% -$33K 0.11% 91
2018
Q3 		$432K Buy
+4,592
New +$425K 0.11% 97
2018
Q2 		– Sell
-2,873
Closed -$232K – 165
2018
Q1 		$232K Buy
2,873
+799
+39% +$65.9K 0.09% 94
2017
Q4 		$168K Buy
2,074
+138
+7% +$11.1K 0.07% 135
2017
Q3 		$151K Buy
1,936
+202
+12% +$16.8K 0.07% 113
2017
Q2 		$154K Buy
+1,734
New +$146K 0.09% 135

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Almanack Investment Partners's MDT Position: Q4 2022 in Review

Almanack Investment Partners sold out of Medtronic (MDT) in Q4 2022, closing a stake of 3,390 shares — an estimated $274K sold.

Almanack Investment Partners first reported a position in MDT in Q2 2017 and held it in 21 quarters. The position peaked at $731K in Q4 2020. 1,961 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

  • Almanack Investment Partners reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 3,390 Medtronic shares in Q4 2022, an estimated $274K.
  • Almanack Investment Partners first reported a position in Medtronic in Q2 2017 and held it in 21 quarters.
  • Almanack Investment Partners's Medtronic position peaked at $731K in Q4 2020.
  • 1,961 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.