CFM Wealth Partners’s Medtronic MDT Stock Holding History

CFM Wealth Partners’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 Q3	–	Sell	-3,297	Closed	-$290K	–	150
2023 Q2	$290K	Buy	3,297 +48	+1%	+$4.13K	0.07%	140
2023 Q1	$262K	Buy	+3,249	New	+$265K	0.07%	138
2022 Q4	–	Sell	-3,460	Closed	-$279K	–	160
2022 Q3	$279K	Hold	3,460	–	–	0.09%	128
2022 Q2	$311K	Sell	3,460 -147	-4%	-$14.9K	0.09%	130
2022 Q1	$400K	Buy	3,607 +127	+4%	+$13.4K	0.1%	129
2021 Q4	$369K	Sell	3,480 -460	-12%	-$53.3K	0.08%	131
2021 Q3	$493K	Buy	3,940 +66	+2%	+$8.54K	0.12%	112
2021 Q2	$481K	Sell	3,874 -160	-4%	-$20.1K	0.13%	104
2021 Q1	$477K	Sell	4,034 -6,008	-60%	-$704K	0.14%	100
2020 Q4	$1.18M	Sell	10,042 -2,332	-19%	-$257K	0.38%	58
2020 Q3	$1.28M	Sell	12,374 -1,869	-13%	-$188K	0.47%	45
2020 Q2	$1.31M	Sell	14,243 -2,093	-13%	-$201K	0.5%	46
2020 Q1	$1.47M	Buy	+16,336	New	+$1.74M	0.68%	37

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CFM Wealth Partners's MDT Position: Q3 2023 in Review

CFM Wealth Partners sold out of Medtronic (MDT) in Q3 2023, closing a stake of 3,297 shares — an estimated $290K sold.

CFM Wealth Partners first reported a position in MDT in Q1 2020 and held it in 13 quarters. The position peaked at $1.47M in Q1 2020. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

CFM Wealth Partners reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
CFM Wealth Partners sold 3,297 Medtronic shares in Q3 2023, an estimated $290K.
CFM Wealth Partners first reported a position in Medtronic in Q1 2020 and held it in 13 quarters.
CFM Wealth Partners's Medtronic position peaked at $1.47M in Q1 2020.
1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on CFM Wealth Partners's 13F filing for Q3 2023, filed 11 Oct 2023.