BPFA
MDT icon

Barnes Pettey Financial Advisors’s Medtronic MDT Stock Holding History

Barnes Pettey Financial 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 		– Sell
-2,278
Closed -$204K – 88
2022
Q2 		$204K Sell
2,278
-408
-15% -$41.3K 0.26% 84
2022
Q1 		$298K Hold
2,686
– – 0.36% 68
2021
Q4 		$278K Buy
+2,686
New +$311K 0.32% 73

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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Barnes Pettey Financial Advisors's MDT Position: Q3 2022 in Review

Barnes Pettey Financial Advisors sold out of Medtronic (MDT) in Q3 2022, closing a stake of 2,278 shares — an estimated $204K sold.

Barnes Pettey Financial Advisors first reported a position in MDT in Q4 2021 and held it in 3 quarters. The position peaked at $298K in Q1 2022. 1,931 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

  • Barnes Pettey Financial Advisors reported no remaining Medtronic position as of Q3 2022 after selling out during the quarter.
  • Barnes Pettey Financial Advisors sold 2,278 Medtronic shares in Q3 2022, an estimated $204K.
  • Barnes Pettey Financial Advisors first reported a position in Medtronic in Q4 2021 and held it in 3 quarters.
  • Barnes Pettey Financial Advisors's Medtronic position peaked at $298K in Q1 2022.
  • 1,931 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Barnes Pettey Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.