C2C Wealth Management’s Medtronic MDT Stock Holding History

C2C 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	-16,552	Closed	-$1.28M	–	179
2023 Q3	$1.28M	Buy	16,552 +800	+5%	+$67K	0.18%	62
2023 Q2	$1.37M	Buy	15,752 +1,035	+7%	+$89.1K	0.18%	63
2023 Q1	$1.19M	Buy	14,717 +9,780	+198%	+$797K	0.19%	65
2022 Q4	$395K	Buy	+4,937	New	+$400K	0.07%	117
2022 Q2	–	Sell	-2,198	Closed	-$245K	–	202
2022 Q1	$245K	Sell	2,198 -6,009	-73%	-$635K	0.04%	172
2021 Q4	$849K	Buy	+8,207	New	+$950K	0.12%	93

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

C2C Wealth Management's MDT Position: Q4 2023 in Review

C2C Wealth Management sold out of Medtronic (MDT) in Q4 2023, closing a stake of 16,552 shares — an estimated $1.28M sold.

C2C Wealth Management first reported a position in MDT in Q4 2021 and held it in 6 quarters. The position peaked at $1.37M in Q2 2023. 2,078 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

C2C Wealth Management reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 16,552 Medtronic shares in Q4 2023, an estimated $1.28M.
C2C Wealth Management first reported a position in Medtronic in Q4 2021 and held it in 6 quarters.
C2C Wealth Management's Medtronic position peaked at $1.37M in Q2 2023.
2,078 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.