BNC Wealth Management’s Medtronic MDT Stock Holding History

BNC 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
2022 Q4	–	Sell	-14,115	Closed	-$1.14M	–	115
2022 Q3	$1.14M	Sell	14,115 -401	-3%	-$36K	0.69%	47
2022 Q2	$1.3M	Buy	14,516 +655	+5%	+$66.4K	0.68%	47
2022 Q1	$1.54M	Buy	13,861 +396	+3%	+$41.8K	0.76%	40
2021 Q4	$1.39M	Buy	13,465 +345	+3%	+$40K	0.66%	45
2021 Q3	$1.65M	Buy	13,120 +431	+3%	+$55.8K	0.98%	33
2021 Q2	$1.57M	Buy	12,689 +546	+4%	+$68.6K	0.95%	34
2021 Q1	$1.43M	Buy	12,143 +571	+5%	+$66.9K	1.02%	33
2020 Q4	$1.36M	Buy	11,572 +882	+8%	+$97.1K	0.86%	38
2020 Q3	$1.11M	Buy	+10,690	New	+$1.07M	0.78%	37

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BNC Wealth Management's MDT Position: Q4 2022 in Review

BNC Wealth Management sold out of Medtronic (MDT) in Q4 2022, closing a stake of 14,115 shares — an estimated $1.14M sold.

BNC Wealth Management first reported a position in MDT in Q3 2020 and held it in 9 quarters. The position peaked at $1.65M in Q3 2021. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

BNC Wealth Management reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
BNC Wealth Management sold 14,115 Medtronic shares in Q4 2022, an estimated $1.14M.
BNC Wealth Management first reported a position in Medtronic in Q3 2020 and held it in 9 quarters.
BNC Wealth Management's Medtronic position peaked at $1.65M in Q3 2021.
1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on BNC Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.