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Caliber Wealth Management (Utah)’s Medtronic MDT Stock Holding History

Caliber Wealth Management (Utah)’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
2024
Q1 		$2.34M Sell
26,856
-189
-0.7% -$16.1K 1.24% 37
2023
Q4 		$2.23M Buy
27,045
+1,378
+5% +$105K 1.31% 33
2023
Q3 		$2.01M Buy
25,667
+2,477
+11% +$207K 1.35% 36
2023
Q2 		$2.04M Buy
23,190
+1,600
+7% +$138K 1.37% 35
2023
Q1 		$1.74M Buy
21,590
+293
+1% +$23.9K 1.3% 37
2022
Q4 		$1.66M Buy
21,297
+10,900
+105% +$883K 1.27% 34
2022
Q3 		$840K Buy
10,397
+637
+7% +$57.2K 0.66% 50
2022
Q2 		$876K Buy
+9,760
New +$989K 0.68% 49

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caliber Wealth Management (Utah)'s MDT Position: Q1 2024 in Review

Caliber Wealth Management (Utah) reduced its Medtronic (MDT) stake by 0.7% in Q1 2024, selling an estimated $16.1K and leaving 26,856 shares worth $2.34M. The position accounts for 1.24% of the portfolio, ranked #37.

Caliber Wealth Management (Utah) first reported a position in MDT in Q2 2022 and has held it in 8 quarters since. 2,075 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

  • Caliber Wealth Management (Utah) held 26,856 shares of Medtronic worth $2.34M as of Q1 2024.
  • Caliber Wealth Management (Utah) sold 189 Medtronic shares in Q1 2024, an estimated $16.1K.
  • Medtronic made up 1.24% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #37 holding.
  • Caliber Wealth Management (Utah) first reported a position in Medtronic in Q2 2022 and has held it in 8 quarters since.
  • 2,075 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.