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Benson Investment Management Company’s Medtronic MDT Stock Holding History

Benson Investment Management Company’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
-38,214
Closed -$3.43M – 58
2022
Q2 		$3.43M Sell
38,214
-7,219
-16% -$731K 2.14% 27
2022
Q1 		$5.04M Buy
45,433
+110
+0.2% +$11.6K 2.53% 9
2021
Q4 		$4.69M Buy
45,323
+9,340
+26% +$1.08M 2.27% 19
2021
Q3 		$4.51M Buy
35,983
+85
+0.2% +$11K 2.32% 12
2021
Q2 		$4.46M Sell
35,898
-4,845
-12% -$608K 2.27% 16
2021
Q1 		$4.81M Sell
40,743
-255
-0.6% -$29.9K 2.81% 10
2020
Q4 		$4.8M Buy
40,998
+463
+1% +$51K 2.93% 13
2020
Q3 		$4.21M Buy
40,535
+335
+0.8% +$33.6K 2.7% 9
2020
Q2 		$3.69M Buy
40,200
+430
+1% +$41.2K 2.54% 16
2020
Q1 		$3.59M Buy
39,770
+50
+0.1% +$5.32K 2.88% 9
2019
Q4 		$4.51M Hold
39,720
– – 2.91% 8
2019
Q3 		$4.31M Sell
39,720
-1,435
-3% -$150K 3.1% 4
2019
Q2 		$4.01M Buy
41,155
+2,820
+7% +$257K 3.02% 8
2019
Q1 		$3.49M Buy
+38,335
New +$3.43M 2.7% 13
2018
Q2 		– Sell
-10
Closed -$1K – 77
2018
Q1 		$1K Sell
10
-30,710
-100% -$2.53M ﹤0.01% 80
2017
Q4 		$2.48M Buy
30,720
+3,970
+15% +$318K 1.85% 30
2017
Q3 		$2.08M Sell
26,750
-1,340
-5% -$111K 1.71% 38
2017
Q2 		$2.49M Sell
28,090
-120
-0.4% -$10.1K 2.25% 11
2017
Q1 		$2.27M Buy
28,210
+605
+2% +$47.3K 2.24% 22
2016
Q4 		$1.97M Buy
+27,605
New +$2.17M 1.95% 30

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 $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Benson Investment Management Company's MDT Position: Q3 2022 in Review

Benson Investment Management Company sold out of Medtronic (MDT) in Q3 2022, closing a stake of 38,214 shares — an estimated $3.43M sold.

Benson Investment Management Company first reported a position in MDT in Q4 2016 and held it in 20 quarters. The position peaked at $5.04M in Q1 2022. 1,931 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

  • Benson Investment Management Company reported no remaining Medtronic position as of Q3 2022 after selling out during the quarter.
  • Benson Investment Management Company sold 38,214 Medtronic shares in Q3 2022, an estimated $3.43M.
  • Benson Investment Management Company first reported a position in Medtronic in Q4 2016 and held it in 20 quarters.
  • Benson Investment Management Company's Medtronic position peaked at $5.04M in Q1 2022.
  • 1,931 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Benson Investment Management Company's 13F filing for Q3 2022, filed 20 Oct 2022.