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Capital Directions Investment Advisors’s Medtronic MDT Stock Holding History

Capital Directions Investment Advisors’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
Q3 		– Sell
-440
Closed -$39K – 233
2022
Q2 		$39K Sell
440
-118
-21% -$12K 0.01% 138
2022
Q1 		$62K Buy
+558
New +$59K 0.02% 130
2021
Q4 		– Sell
-407
Closed -$51K – 151
2021
Q3 		$51K Buy
407
+242
+147% +$31.3K 0.02% 138
2021
Q2 		$20K Buy
+165
New +$20.7K 0.01% 171

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Directions Investment Advisors's MDT Position: Q3 2022 in Review

Capital Directions Investment Advisors sold out of Medtronic (MDT) in Q3 2022, closing a stake of 440 shares — an estimated $39K sold.

Capital Directions Investment Advisors first reported a position in MDT in Q2 2021 and held it in 4 quarters. The position peaked at $62K in Q1 2022. 1,931 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

  • Capital Directions Investment Advisors reported no remaining Medtronic position as of Q3 2022 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 440 Medtronic shares in Q3 2022, an estimated $39K.
  • Capital Directions Investment Advisors first reported a position in Medtronic in Q2 2021 and held it in 4 quarters.
  • Capital Directions Investment Advisors's Medtronic position peaked at $62K in Q1 2022.
  • 1,931 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.