Briaud Financial Planning’s Medtronic MDT Stock Holding History

Briaud Financial Planning’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	-24	Closed	-$1K	–	100
2023 Q3	$1K	Buy	+24	New	+$2.01K	﹤0.01%	152

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Briaud Financial Planning's MDT Position: Q4 2023 in Review

Briaud Financial Planning sold out of Medtronic (MDT) in Q4 2023, closing a stake of 24 shares — an estimated $1K sold.

Briaud Financial Planning first reported a position in MDT in Q3 2023 and held it in 1 quarter. The position peaked at $1K in Q3 2023. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Briaud Financial Planning reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
Briaud Financial Planning sold 24 Medtronic shares in Q4 2023, an estimated $1K.
Briaud Financial Planning first reported a position in Medtronic in Q3 2023 and held it in 1 quarter.
Briaud Financial Planning's Medtronic position peaked at $1K in Q3 2023.
2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Briaud Financial Planning's 13F filing for Q4 2023, filed 2 Feb 2024.