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Annapolis Financial Services’s Medtronic MDT Stock Holding History

Annapolis Financial Services’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
Q1 		– Sell
-1
Closed -$78 – 465
2022
Q4 		$78 Sell
1
-481
-100% -$39K ﹤0.01% 430
2022
Q3 		$39K Buy
482
+379
+368% +$34.1K 0.01% 192
2022
Q2 		$9K Buy
103
+1
+1% +$101 ﹤0.01% 298
2022
Q1 		$11K Sell
102
-23
-18% -$2.43K ﹤0.01% 294
2021
Q4 		$13K Buy
125
+23
+23% +$2.66K ﹤0.01% 293
2021
Q3 		$13K Sell
102
-29
-22% -$3.75K ﹤0.01% 272
2021
Q2 		$16K Buy
131
+22
+20% +$2.76K 0.01% 238
2021
Q1 		$13K Buy
109
+7
+7% +$820 ﹤0.01% 239
2020
Q4 		$12K Buy
+102
New +$11.2K ﹤0.01% 236

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Annapolis Financial Services's MDT Position: Q1 2023 in Review

Annapolis Financial Services sold out of Medtronic (MDT) in Q1 2023, closing a stake of 1 share — an estimated $78 sold.

Annapolis Financial Services first reported a position in MDT in Q4 2020 and held it in 9 quarters. The position peaked at $39K in Q3 2022. 1,990 funds tracked by Wall St. Rank hold MDT as of Q1 2023.

  • Annapolis Financial Services reported no remaining Medtronic position as of Q1 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 1 Medtronic share in Q1 2023, an estimated $78.
  • Annapolis Financial Services first reported a position in Medtronic in Q4 2020 and held it in 9 quarters.
  • Annapolis Financial Services's Medtronic position peaked at $39K in Q3 2022.
  • 1,990 funds tracked by Wall St. Rank held Medtronic as of Q1 2023.

Based on Annapolis Financial Services's 13F filing for Q1 2023, filed 17 Apr 2023.