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Burleson & Co’s Medtronic MDT Stock Holding History

Burleson & Co’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 		$6.22K Hold
80
– – ﹤0.01% 293
2022
Q3 		$6K Buy
80
+20
+33% +$1.8K ﹤0.01% 306
2022
Q2 		$5K Buy
60
+10
+20% +$1.01K ﹤0.01% 295
2022
Q1 		$6K Buy
50
+30
+150% +$3.17K ﹤0.01% 292
2021
Q4 		$2K Buy
+20
New +$2.32K ﹤0.01% 313
2021
Q2 		– Sell
-100
Closed -$12K – 383
2021
Q1 		$12K Buy
+100
New +$11.7K ﹤0.01% 248

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Burleson & Co's MDT Position: Q4 2022 in Review

Burleson & Co held its Medtronic (MDT) position steady in Q4 2022 at 80 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Burleson & Co first reported a position in MDT in Q1 2021 and has held it in 6 quarters since. The position peaked at $12K in Q1 2021. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

  • Burleson & Co held 80 shares of Medtronic worth $6.22K as of Q4 2022.
  • Burleson & Co left its Medtronic share count unchanged in Q4 2022.
  • Medtronic made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #293 holding.
  • Burleson & Co first reported a position in Medtronic in Q1 2021 and has held it in 6 quarters since.
  • Burleson & Co's Medtronic position peaked at $12K in Q1 2021.
  • 1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.