Beacon Capital Management Inc (Ohio)’s Medtronic MDT Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q2	–	Sell	-38	Closed	-$3.06K	–	73
2023 Q1	$3.06K	Buy	+38	New	+$3.1K	﹤0.01%	76
2017 Q2	–	Sell	-1	Closed	–	–	149
2017 Q1	$0	Buy	+1	New	+$78	﹤0.01%	154
2016 Q4	–	Sell	-325	Closed	-$28K	–	86
2016 Q3	$28K	Sell	325 -2,780	-90%	-$242K	﹤0.01%	53
2016 Q2	$269K	Sell	3,105 -1,350	-30%	-$109K	0.02%	24
2016 Q1	$334K	Sell	4,455 -1,365	-23%	-$103K	0.02%	27
2015 Q4	$448K	Sell	5,820 -352	-6%	-$26.5K	0.03%	22
2015 Q3	$413K	Sell	6,172 -323	-5%	-$23.8K	0.03%	17
2015 Q2	$481K	Sell	6,495 -1,070	-14%	-$81.8K	0.04%	26
2015 Q1	$590K	Hold	7,565	–	–	0.06%	25
2014 Q4	$546K	Sell	7,565 -2,040	-21%	-$142K	0.07%	30
2014 Q3	$595K	Hold	9,605	–	–	0.09%	31
2014 Q2	$612K	Hold	9,605	–	–	0.11%	31
2014 Q1	$591K	Sell	9,605 -300	-3%	-$17.5K	0.14%	31
2013 Q4	$568K	Buy	+9,905	New	+$562K	0.17%	33

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s MDT Position: Q2 2023 in Review

Beacon Capital Management Inc (Ohio) sold out of Medtronic (MDT) in Q2 2023, closing a stake of 38 shares — an estimated $3.06K sold.

Beacon Capital Management Inc (Ohio) first reported a position in MDT in Q4 2013 and held it in 14 quarters. The position peaked at $612K in Q2 2014. 2,056 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

Beacon Capital Management Inc (Ohio) reported no remaining Medtronic position as of Q2 2023 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 38 Medtronic shares in Q2 2023, an estimated $3.06K.
Beacon Capital Management Inc (Ohio) first reported a position in Medtronic in Q4 2013 and held it in 14 quarters.
Beacon Capital Management Inc (Ohio)'s Medtronic position peaked at $612K in Q2 2014.
2,056 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2023, filed 13 Jul 2023.