Commonwealth Financial Services’s Medtronic MDT Stock Holding History

Commonwealth Financial Services’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	-3,030	Closed	-$237K	–	195
2023 Q3	$237K	Buy	+3,030	New	+$254K	0.07%	161
2017 Q1	$39K	Hold	486	–	–	0.04%	112
2016 Q4	$36K	Hold	486	–	–	0.04%	106
2016 Q3	$42K	Hold	486	–	–	0.04%	89
2016 Q2	$42K	Hold	486	–	–	0.05%	93
2016 Q1	$36K	Hold	486	–	–	0.05%	92
2015 Q4	$37K	Hold	486	–	–	0.13%	82
2015 Q3	$33K	Hold	486	–	–	0.04%	93
2015 Q2	$36K	Hold	486	–	–	0.04%	102
2015 Q1	$38K	Hold	486	–	–	0.03%	100
2014 Q4	$35K	Buy	+486	New	+$33.8K	0.03%	97

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Commonwealth Financial Services's MDT Position: Q4 2023 in Review

Commonwealth Financial Services sold out of Medtronic (MDT) in Q4 2023, closing a stake of 3,030 shares — an estimated $237K sold.

Commonwealth Financial Services first reported a position in MDT in Q4 2014 and held it in 11 quarters. The position peaked at $237K in Q3 2023. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Commonwealth Financial Services reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
Commonwealth Financial Services sold 3,030 Medtronic shares in Q4 2023, an estimated $237K.
Commonwealth Financial Services first reported a position in Medtronic in Q4 2014 and held it in 11 quarters.
Commonwealth Financial Services's Medtronic position peaked at $237K in Q3 2023.
2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Commonwealth Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.