Alterity Financial Group’s Medtronic MDT Stock Holding History

Alterity Financial Group’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	$232K	Hold	2,812	–	–	0.33%	68
2023 Q3	$220K	Buy	2,812 +300	+12%	+$25.1K	0.35%	66
2023 Q2	$221K	Sell	2,512 -455	-15%	-$39.2K	0.32%	72
2023 Q1	$239K	Buy	2,967 +231	+8%	+$18.8K	0.35%	68
2022 Q4	$213K	Buy	2,736 +115	+4%	+$9.32K	0.34%	68
2022 Q3	$212K	Buy	2,621 +54	+2%	+$4.85K	0.34%	71
2022 Q2	$230K	Buy	+2,567	New	+$260K	0.34%	72
2021 Q4	$302K	Buy	+2,917	New	+$338K	0.32%	74
2021 Q1	$285K	Buy	+2,567	New	+$301K	0.34%	65

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Alterity Financial Group's MDT Position: Q4 2023 in Review

Alterity Financial Group held its Medtronic (MDT) position steady in Q4 2023 at 2,812 shares worth $232K. The position accounts for 0.33% of the portfolio, ranked #68.

Alterity Financial Group first reported a position in MDT in Q1 2021 and has held it in 9 quarters since. The position peaked at $302K in Q4 2021. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Alterity Financial Group held 2,812 shares of Medtronic worth $232K as of Q4 2023.
Alterity Financial Group left its Medtronic share count unchanged in Q4 2023.
Medtronic made up 0.33% of Alterity Financial Group's portfolio in Q4 2023, its #68 holding.
Alterity Financial Group first reported a position in Medtronic in Q1 2021 and has held it in 9 quarters since.
Alterity Financial Group's Medtronic position peaked at $302K in Q4 2021.
2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.