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Carr Financial Group’s Medtronic MDT Stock Holding History

Carr Financial Group’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
Q2 		– Sell
-2,641
Closed -$215K – 178
2023
Q1 		$215K Hold
2,641
– – 0.09% 158
2022
Q4 		$207K Buy
+2,641
New +$214K 0.11% 156

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 $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carr Financial Group's MDT Position: Q2 2023 in Review

Carr Financial Group sold out of Medtronic (MDT) in Q2 2023, closing a stake of 2,641 shares — an estimated $215K sold.

Carr Financial Group first reported a position in MDT in Q4 2022 and held it in 2 quarters. The position peaked at $215K in Q1 2023. 2,056 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

  • Carr Financial Group reported no remaining Medtronic position as of Q2 2023 after selling out during the quarter.
  • Carr Financial Group sold 2,641 Medtronic shares in Q2 2023, an estimated $215K.
  • Carr Financial Group first reported a position in Medtronic in Q4 2022 and held it in 2 quarters.
  • Carr Financial Group's Medtronic position peaked at $215K in Q1 2023.
  • 2,056 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on Carr Financial Group's 13F filing for Q2 2023, filed 17 Jul 2023.