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Clear Perspectives Financial Planning’s Medtronic MDT Stock Holding History

Clear Perspectives Financial Planning’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
Q4 		– Sell
-16
Closed -$1K – 254
2022
Q3 		$1K Buy
+16
New +$1.44K ﹤0.01% 201

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clear Perspectives Financial Planning's MDT Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of Medtronic (MDT) in Q4 2022, closing a stake of 16 shares — an estimated $1K sold.

Clear Perspectives Financial Planning first reported a position in MDT in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 1,961 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

  • Clear Perspectives Financial Planning reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 16 Medtronic shares in Q4 2022, an estimated $1K.
  • Clear Perspectives Financial Planning first reported a position in Medtronic in Q3 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Medtronic position peaked at $1K in Q3 2022.
  • 1,961 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.