Congress Park Capital’s Medtronic MDT Stock Holding History

Congress Park Capital’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	-4,503	Closed	-$353K	–	121
2023 Q3	$353K	Sell	4,503 -1,100	-20%	-$92.1K	0.18%	87
2023 Q2	$494K	Sell	5,603 -175	-3%	-$15.1K	0.25%	85
2023 Q1	$466K	Sell	5,778 -625	-10%	-$50.9K	0.24%	82
2022 Q4	$498K	Sell	6,403 -3,147	-33%	-$255K	0.29%	77
2022 Q3	$771K	Buy	9,550 +34	+0.4%	+$3.06K	0.45%	50
2022 Q2	$854K	Buy	9,516 +939	+11%	+$95.1K	0.52%	48
2022 Q1	$952K	Buy	8,577 +299	+4%	+$31.6K	0.48%	55
2021 Q4	$856K	Buy	8,278 +355	+4%	+$41.1K	0.42%	55
2021 Q3	$993K	Sell	7,923 -175	-2%	-$22.6K	0.51%	53
2021 Q2	$1M	Sell	8,098 -26	-0.3%	-$3.27K	0.5%	52
2021 Q1	$960K	Buy	8,124 +1,722	+27%	+$202K	0.54%	55
2020 Q4	$750K	Buy	6,402 +4,379	+216%	+$482K	0.44%	50
2020 Q3	$210K	Buy	+2,023	New	+$203K	0.13%	91
2020 Q2	–	Sell	-2,575	Closed	-$232K	–	96
2020 Q1	$232K	Buy	+2,575	New	+$274K	0.21%	74

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 $3.38T AUM 44.17% 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

Congress Park Capital's MDT Position: Q4 2023 in Review

Congress Park Capital sold out of Medtronic (MDT) in Q4 2023, closing a stake of 4,503 shares — an estimated $353K sold.

Congress Park Capital first reported a position in MDT in Q1 2020 and held it in 14 quarters. The position peaked at $1M in Q2 2021. 2,077 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Congress Park Capital reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
Congress Park Capital sold 4,503 Medtronic shares in Q4 2023, an estimated $353K.
Congress Park Capital first reported a position in Medtronic in Q1 2020 and held it in 14 quarters.
Congress Park Capital's Medtronic position peaked at $1M in Q2 2021.
2,077 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Congress Park Capital's 13F filing for Q4 2023, filed 19 Jan 2024.