Certified Advisory Corp’s Medtronic MDT Stock Holding History

Certified Advisory Corp’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	-9,849	Closed	-$35.7K	–	298
2023 Q3	$35.7K	Buy	9,849 +9,581	+3,575%	+$802K	0.01%	255
2023 Q2	$23.6K	Sell	268 -116	-30%	-$9.99K	﹤0.01%	241
2023 Q1	$30.9K	Buy	+384	New	+$31.3K	0.01%	251
2022 Q3	–	Sell	-22	Closed	-$2K	–	245
2022 Q2	$2K	Sell	22 -192	-90%	-$19.5K	﹤0.01%	220
2022 Q1	$23K	Buy	+214	New	+$22.6K	﹤0.01%	232
2021 Q4	–	Sell	-22	Closed	-$3K	–	243
2021 Q3	$3K	Buy	+22	New	+$2.85K	﹤0.01%	215
2021 Q2	–	Sell	-370	Closed	-$44K	–	517
2021 Q1	$44K	Buy	+370	New	+$43.4K	0.01%	371
2020 Q2	$18K	Hold	198	–	–	0.01%	459
2020 Q1	$18K	Buy	198 +25	+14%	+$2.66K	0.01%	436
2019 Q4	$19K	Buy	173 +51	+42%	+$5.6K	0.01%	491
2019 Q3	$13K	Hold	122	–	–	﹤0.01%	548
2019 Q2	$12K	Hold	122	–	–	﹤0.01%	563
2019 Q1	$11K	Sell	122 -148	-55%	-$13.2K	﹤0.01%	538
2018 Q4	$25K	Hold	270	–	–	0.01%	384
2018 Q3	$26K	Hold	270	–	–	0.01%	397
2018 Q2	$23K	Buy	270 +122	+82%	+$10.2K	0.01%	405
2018 Q1	$11K	Hold	148	–	–	0.01%	496
2017 Q4	$11K	Buy	+148	New	+$11.9K	0.01%	459

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

Certified Advisory Corp's MDT Position: Q4 2023 in Review

Certified Advisory Corp sold out of Medtronic (MDT) in Q4 2023, closing a stake of 9,849 shares — an estimated $35.7K sold.

Certified Advisory Corp first reported a position in MDT in Q4 2017 and held it in 18 quarters. The position peaked at $44K in Q1 2021. 2,078 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Certified Advisory Corp reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 9,849 Medtronic shares in Q4 2023, an estimated $35.7K.
Certified Advisory Corp first reported a position in Medtronic in Q4 2017 and held it in 18 quarters.
Certified Advisory Corp's Medtronic position peaked at $44K in Q1 2021.
2,078 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.