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Curi Wealth Management’s Medtronic MDT Stock Holding History

Curi Wealth Management’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
-3,948
Closed -$319K – 198
2022
Q3 		$319K Buy
3,948
+3,738
+1,780% +$336K 0.05% 130
2022
Q2 		$19K Sell
210
-66
-24% -$6.69K ﹤0.01% 312
2022
Q1 		$30K Buy
276
+14
+5% +$1.48K 0.01% 254
2021
Q4 		$27K Buy
+262
New +$30.3K ﹤0.01% 221
2021
Q1 		– Sell
-131
Closed -$15K – 325
2020
Q4 		$15K Buy
+131
New +$14.4K 0.01% 215

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Curi Wealth Management's MDT Position: Q4 2022 in Review

Curi Wealth Management sold out of Medtronic (MDT) in Q4 2022, closing a stake of 3,948 shares — an estimated $319K sold.

Curi Wealth Management first reported a position in MDT in Q4 2020 and held it in 5 quarters. The position peaked at $319K in Q3 2022. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

  • Curi Wealth Management reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
  • Curi Wealth Management sold 3,948 Medtronic shares in Q4 2022, an estimated $319K.
  • Curi Wealth Management first reported a position in Medtronic in Q4 2020 and held it in 5 quarters.
  • Curi Wealth Management's Medtronic position peaked at $319K in Q3 2022.
  • 1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Curi Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.