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Blossom Wealth Management’s Medtronic MDT Stock Holding History

Blossom 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 		– Sell
-3,163
Closed -$248K – 63
2023
Q3 		$248K Buy
3,163
+17
+0.5% +$1.42K 0.79% 49
2023
Q2 		$277K Buy
3,146
+405
+15% +$34.9K 1.01% 43
2023
Q1 		$221K Buy
+2,741
New +$223K 0.9% 49
2022
Q2 		– Sell
-2,126
Closed -$236K – 47
2022
Q1 		$236K Buy
2,126
+130
+7% +$13.7K 1.06% 42
2021
Q4 		$206K Buy
+1,996
New +$231K 1.01% 43

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Blossom Wealth Management sold out of Medtronic (MDT) in Q4 2023, closing a stake of 3,163 shares — an estimated $248K sold.

Blossom Wealth Management first reported a position in MDT in Q4 2021 and held it in 5 quarters. The position peaked at $277K in Q2 2023. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • Blossom Wealth Management reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
  • Blossom Wealth Management sold 3,163 Medtronic shares in Q4 2023, an estimated $248K.
  • Blossom Wealth Management first reported a position in Medtronic in Q4 2021 and held it in 5 quarters.
  • Blossom Wealth Management's Medtronic position peaked at $277K in Q2 2023.
  • 2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Blossom Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.