Curated Wealth Partners’s Medtronic MDT Stock Holding History

Curated Wealth Partners’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 Q3	–	Sell	-2,324	Closed	-$205K	–	142
2023 Q2	$205K	Buy	+2,324	New	+$200K	0.04%	131
2022 Q3	–	Sell	-2,381	Closed	-$215K	–	131
2022 Q2	$215K	Sell	2,381 -1,747	-42%	-$177K	0.06%	118
2022 Q1	$427K	Hold	4,128	–	–	0.14%	85
2021 Q4	$427K	Sell	4,128 -339	-8%	-$39.3K	0.14%	88
2021 Q3	$560K	Buy	4,467 +34	+0.8%	+$4.4K	0.31%	64
2021 Q2	$550K	Buy	4,433 +435	+11%	+$54.6K	0.3%	65
2021 Q1	$472K	Sell	3,998 -398	-9%	-$46.6K	0.29%	70
2020 Q4	$515K	Buy	+4,396	New	+$484K	0.33%	57

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Curated Wealth Partners's MDT Position: Q3 2023 in Review

Curated Wealth Partners sold out of Medtronic (MDT) in Q3 2023, closing a stake of 2,324 shares — an estimated $205K sold.

Curated Wealth Partners first reported a position in MDT in Q4 2020 and held it in 8 quarters. The position peaked at $560K in Q3 2021. 1,971 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

Curated Wealth Partners reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
Curated Wealth Partners sold 2,324 Medtronic shares in Q3 2023, an estimated $205K.
Curated Wealth Partners first reported a position in Medtronic in Q4 2020 and held it in 8 quarters.
Curated Wealth Partners's Medtronic position peaked at $560K in Q3 2021.
1,971 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Curated Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.