Brandywine Oak Private Wealth’s Medtronic MDT Stock Holding History

Brandywine Oak Private Wealth’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	-4,128	Closed	-$333K	–	275
2022 Q3	$333K	Sell	4,128 -676	-14%	-$60.8K	0.05%	191
2022 Q2	$431K	Buy	4,804 +1,118	+30%	+$113K	0.06%	192
2022 Q1	$409K	Sell	3,686 -142	-4%	-$15K	0.05%	218
2021 Q4	$396K	Sell	3,828 -1,672	-30%	-$194K	0.04%	219
2021 Q3	$689K	Buy	5,500 +392	+8%	+$50.7K	0.08%	167
2021 Q2	$634K	Buy	+5,108	New	+$641K	0.07%	170
2019 Q1	–	Sell	-77	Closed	-$7K	–	458
2018 Q4	$7K	Buy	+77	New	+$7.2K	﹤0.01%	534

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

Brandywine Oak Private Wealth's MDT Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of Medtronic (MDT) in Q4 2022, closing a stake of 4,128 shares — an estimated $333K sold.

Brandywine Oak Private Wealth first reported a position in MDT in Q4 2018 and held it in 7 quarters. The position peaked at $689K in Q3 2021. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

Brandywine Oak Private Wealth reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 4,128 Medtronic shares in Q4 2022, an estimated $333K.
Brandywine Oak Private Wealth first reported a position in Medtronic in Q4 2018 and held it in 7 quarters.
Brandywine Oak Private Wealth's Medtronic position peaked at $689K in Q3 2021.
1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.