Chad R. Baker’s Medtronic MDT Stock Holding History

Chad R. Baker’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	-4,165	Closed	-$326K	–	56
2023 Q3	$326K	Buy	4,165 +610	+17%	+$51.1K	0.08%	52
2023 Q2	$313K	Buy	+3,555	New	+$306K	0.07%	51
2022 Q4	–	Sell	-37,550	Closed	-$3.03M	–	50
2022 Q3	$3.03M	Hold	37,550	–	–	0.86%	38
2022 Q2	$3.37M	Hold	37,550	–	–	0.94%	38
2022 Q1	$4.17M	Hold	37,550	–	–	0.94%	36
2021 Q4	$3.88M	Hold	37,550	–	–	0.8%	37
2021 Q3	$4.71M	Hold	37,550	–	–	1.06%	35
2021 Q2	$4.66M	Buy	+37,550	New	+$4.71M	1.05%	34

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

Chad R. Baker's MDT Position: Q4 2023 in Review

Chad R. Baker sold out of Medtronic (MDT) in Q4 2023, closing a stake of 4,165 shares — an estimated $326K sold.

Chad R. Baker first reported a position in MDT in Q2 2021 and held it in 8 quarters. The position peaked at $4.71M in Q3 2021. 2,077 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Chad R. Baker reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
Chad R. Baker sold 4,165 Medtronic shares in Q4 2023, an estimated $326K.
Chad R. Baker first reported a position in Medtronic in Q2 2021 and held it in 8 quarters.
Chad R. Baker's Medtronic position peaked at $4.71M in Q3 2021.
2,077 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Chad R. Baker's 13F filing for Q4 2023, filed 22 Jan 2024.