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Arthur M. Cohen & Associates’s Medtronic MDT Stock Holding History

Arthur M. Cohen & Associates’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
-3,170
Closed -$248K – 144
2023
Q3 		$248K Buy
3,170
+120
+4% +$10K 0.06% 113
2023
Q2 		$269K Hold
3,050
– – 0.07% 111
2023
Q1 		$246K Buy
+3,050
New +$249K 0.07% 111
2017
Q1 		– Sell
-3,530
Closed -$251K – 98
2016
Q4 		$251K Buy
+3,530
New +$277K 0.13% 83

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arthur M. Cohen & Associates's MDT Position: Q4 2023 in Review

Arthur M. Cohen & Associates sold out of Medtronic (MDT) in Q4 2023, closing a stake of 3,170 shares — an estimated $248K sold.

Arthur M. Cohen & Associates first reported a position in MDT in Q4 2016 and held it in 4 quarters. The position peaked at $269K in Q2 2023. 2,076 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • Arthur M. Cohen & Associates reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
  • Arthur M. Cohen & Associates sold 3,170 Medtronic shares in Q4 2023, an estimated $248K.
  • Arthur M. Cohen & Associates first reported a position in Medtronic in Q4 2016 and held it in 4 quarters.
  • Arthur M. Cohen & Associates's Medtronic position peaked at $269K in Q2 2023.
  • 2,076 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Arthur M. Cohen & Associates's 13F filing for Q4 2023, filed 10 Jan 2024.