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American Portfolios Advisors’s Medtronic MDT Stock Holding History

American Portfolios Advisors’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
Q3 		$3.18M Buy
39,363
+9,655
+32% +$868K 0.13% 162
2022
Q2 		$2.67M Sell
29,708
-191
-0.6% -$19.4K 0.11% 195
2022
Q1 		$3.32M Buy
29,899
+4,310
+17% +$455K 0.11% 190
2021
Q4 		$2.65M Sell
25,589
-6,007
-19% -$696K 0.09% 229
2021
Q3 		$3.96M Sell
31,596
-1,439
-4% -$186K 0.15% 130
2021
Q2 		$4.1M Buy
33,035
+321
+1% +$40.3K 0.16% 120
2021
Q1 		$3.86M Buy
32,714
+778
+2% +$91.2K 0.17% 114
2020
Q4 		$3.74M Sell
31,936
-92
-0.3% -$10.1K 0.19% 100
2020
Q3 		$3.33M Buy
32,028
+113
+0.4% +$11.3K 0.19% 106
2020
Q2 		$2.93M Sell
31,915
-800
-2% -$76.7K 0.19% 109
2020
Q1 		$2.95M Sell
32,715
-1,522
-4% -$162K 0.25% 91
2019
Q4 		$3.88M Sell
34,237
-2,396
-7% -$263K 0.28% 83
2019
Q3 		$3.98M Sell
36,633
-753
-2% -$78.6K 0.33% 66
2019
Q2 		$3.64M Sell
37,386
-1,452
-4% -$133K 0.31% 74
2019
Q1 		$3.54M Sell
38,838
-109
-0.3% -$9.76K 0.33% 66
2018
Q4 		$3.54M Buy
38,947
+493
+1% +$46.1K 0.44% 51
2018
Q3 		$3.78M Sell
38,454
-505
-1% -$46.7K 0.43% 47
2018
Q2 		$3.34M Buy
38,959
+20,568
+112% +$1.72M 0.45% 44
2018
Q1 		$1.48M Buy
18,391
+877
+5% +$72.3K 0.22% 96
2017
Q4 		$1.41M Buy
+17,514
New +$1.4M 0.22% 98

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Portfolios Advisors's MDT Position: Q3 2022 in Review

American Portfolios Advisors increased its Medtronic (MDT) stake by 32% in Q3 2022, buying an estimated $868K and bringing the position to 39,363 shares worth $3.18M. The position accounts for 0.13% of the portfolio, ranked #162.

American Portfolios Advisors first reported a position in MDT in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.1M in Q2 2021. 1,930 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

  • American Portfolios Advisors held 39,363 shares of Medtronic worth $3.18M as of Q3 2022.
  • American Portfolios Advisors bought 9,655 Medtronic shares in Q3 2022, an estimated $868K.
  • Medtronic made up 0.13% of American Portfolios Advisors's portfolio in Q3 2022, its #162 holding.
  • American Portfolios Advisors first reported a position in Medtronic in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Medtronic position peaked at $4.1M in Q2 2021.
  • 1,930 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.