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Baystate Wealth Management’s Medtronic MDT Stock Holding History

Baystate Wealth Management’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 		$28.9K Sell
350
-19
-5% -$1.45K ﹤0.01% 488
2023
Q3 		$29K Buy
369
+7
+2% +$586 ﹤0.01% 420
2023
Q2 		$31.9K Buy
362
+4
+1% +$344 ﹤0.01% 396
2023
Q1 		$28.9K Sell
358
-80
-18% -$6.52K ﹤0.01% 409
2022
Q4 		$34K Sell
438
-686
-61% -$55.6K ﹤0.01% 391
2022
Q3 		$91K Buy
1,124
+33
+3% +$2.97K 0.01% 242
2022
Q2 		$98K Sell
1,091
-84
-7% -$8.51K 0.01% 241
2022
Q1 		$130K Sell
1,175
-180
-13% -$19K 0.01% 213
2021
Q4 		$140K Buy
1,355
+163
+14% +$18.9K 0.01% 207
2021
Q3 		$149K Buy
1,192
+54
+5% +$6.99K 0.01% 176
2021
Q2 		$141K Buy
1,138
+200
+21% +$25.1K 0.01% 178
2021
Q1 		$111K Buy
938
+75
+9% +$8.79K 0.01% 185
2020
Q4 		$101K Buy
863
+4
+0.5% +$440 0.01% 172
2020
Q3 		$89K Buy
859
+5
+0.6% +$502 0.01% 173
2020
Q2 		$78K Buy
854
+53
+7% +$5.08K 0.01% 179
2020
Q1 		$72K Sell
801
-11
-1% -$1.17K 0.01% 162
2019
Q4 		$92K Buy
812
+56
+7% +$6.14K 0.01% 172
2019
Q3 		$82K Buy
756
+103
+16% +$10.7K 0.01% 168
2019
Q2 		$64K Hold
653
– – 0.01% 190
2019
Q1 		$56K Buy
653
+7
+1% +$627 0.01% 201
2018
Q4 		$56K Buy
646
+3
+0.5% +$280 0.01% 189
2018
Q3 		$61K Buy
643
+3
+0.5% +$277 0.01% 175
2018
Q2 		$56K Buy
640
+69
+12% +$5.76K 0.01% 177
2018
Q1 		$46K Sell
571
-92
-14% -$7.59K 0.01% 195
2017
Q4 		$57K Buy
663
+1
+0.2% +$80 0.01% 192
2017
Q3 		$51K Sell
662
-39
-6% -$3.24K 0.01% 187
2017
Q2 		$60K Sell
701
-1,258
-64% -$106K 0.01% 164
2017
Q1 		$157K Buy
1,959
+569
+41% +$44.4K 0.03% 89
2016
Q4 		$99K Buy
+1,390
New +$109K 0.02% 103

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 $3.37T AUM 44.26% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baystate Wealth Management's MDT Position: Q4 2023 in Review

Baystate Wealth Management reduced its Medtronic (MDT) stake by 5.1% in Q4 2023, selling an estimated $1.45K and leaving 350 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Baystate Wealth Management first reported a position in MDT in Q4 2016 and has held it in 29 quarters since. The position peaked at $157K in Q1 2017. 2,078 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • Baystate Wealth Management held 350 shares of Medtronic worth $28.9K as of Q4 2023.
  • Baystate Wealth Management sold 19 Medtronic shares in Q4 2023, an estimated $1.45K.
  • Medtronic made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #488 holding.
  • Baystate Wealth Management first reported a position in Medtronic in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's Medtronic position peaked at $157K in Q1 2017.
  • 2,078 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.