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Creative Capital Management Investments’s Medtronic MDT Stock Holding History

Creative Capital Management Investments’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
Q1 		– Sell
-21
Closed -$2K – 273
2022
Q4 		$2K Buy
+21
New +$1.7K ﹤0.01% 171

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Creative Capital Management Investments's MDT Position: Q1 2023 in Review

Creative Capital Management Investments sold out of Medtronic (MDT) in Q1 2023, closing a stake of 21 shares — an estimated $2K sold.

Creative Capital Management Investments first reported a position in MDT in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 1,990 funds tracked by Wall St. Rank hold MDT as of Q1 2023.

  • Creative Capital Management Investments reported no remaining Medtronic position as of Q1 2023 after selling out during the quarter.
  • Creative Capital Management Investments sold 21 Medtronic shares in Q1 2023, an estimated $2K.
  • Creative Capital Management Investments first reported a position in Medtronic in Q4 2022 and held it in 1 quarter.
  • Creative Capital Management Investments's Medtronic position peaked at $2K in Q4 2022.
  • 1,990 funds tracked by Wall St. Rank held Medtronic as of Q1 2023.

Based on Creative Capital Management Investments's 13F filing for Q1 2023, filed 24 Apr 2023.