Birch Hill Investment Advisors’s Medtronic MDT Stock Holding History

Birch Hill Investment 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
2023 Q3	–	Sell	-2,485	Closed	-$219K	–	161
2023 Q2	$219K	Hold	2,485	–	–	0.01%	150
2023 Q1	$200K	Buy	+2,485	New	+$203K	0.01%	159
2022 Q4	–	Sell	-2,485	Closed	-$201K	–	153
2022 Q3	$201K	Hold	2,485	–	–	0.01%	144
2022 Q2	$223K	Hold	2,485	–	–	0.01%	142
2022 Q1	$276K	Sell	2,485 -100	-4%	-$10.6K	0.01%	141
2021 Q4	$267K	Sell	2,585 -100	-4%	-$11.6K	0.01%	155
2021 Q3	$337K	Sell	2,685 -50	-2%	-$6.47K	0.02%	141
2021 Q2	$339K	Buy	2,735 +150	+6%	+$18.8K	0.02%	135
2021 Q1	$305K	Hold	2,585	–	–	0.02%	132
2020 Q4	$303K	Hold	2,585	–	–	0.02%	131
2020 Q3	$269K	Hold	2,585	–	–	0.02%	127
2020 Q2	$237K	Buy	2,585 +100	+4%	+$9.59K	0.02%	131
2020 Q1	$224K	Hold	2,485	–	–	0.02%	124
2019 Q4	$282K	Hold	2,485	–	–	0.02%	128
2019 Q3	$270K	Hold	2,485	–	–	0.02%	126
2019 Q2	$242K	Hold	2,485	–	–	0.02%	133
2019 Q1	$226K	Hold	2,485	–	–	0.02%	134
2018 Q4	$226K	Hold	2,485	–	–	0.02%	132
2018 Q3	$244K	Buy	+2,485	New	+$230K	0.02%	140
2017 Q2	–	Sell	-1,485	Closed	-$120K	–	133
2017 Q1	$120K	Buy	+1,485	New	+$116K	0.01%	131
2016 Q4	–	Sell	-1,485	Closed	-$128K	–	130
2016 Q3	$128K	Buy	+1,485	New	+$129K	0.01%	127
2015 Q2	–	Sell	-2,685	Closed	-$209K	–	136
2015 Q1	$209K	Buy	+2,685	New	+$204K	0.02%	134

Other funds holding MDT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Birch Hill Investment Advisors's MDT Position: Q3 2023 in Review

Birch Hill Investment Advisors sold out of Medtronic (MDT) in Q3 2023, closing a stake of 2,485 shares — an estimated $219K sold.

Birch Hill Investment Advisors first reported a position in MDT in Q1 2015 and held it in 22 quarters. The position peaked at $339K in Q2 2021. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

Birch Hill Investment Advisors reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
Birch Hill Investment Advisors sold 2,485 Medtronic shares in Q3 2023, an estimated $219K.
Birch Hill Investment Advisors first reported a position in Medtronic in Q1 2015 and held it in 22 quarters.
Birch Hill Investment Advisors's Medtronic position peaked at $339K in Q2 2021.
1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Birch Hill Investment Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.