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CWS Financial Advisors’s Medtronic MDT Stock Holding History

CWS Financial Advisors’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
-2,622
Closed -$205K – 164
2023
Q3 		$205K Buy
2,622
+276
+12% +$23.1K 0.08% 140
2023
Q2 		$207K Buy
+2,346
New +$202K 0.08% 143
2023
Q1 		– Sell
-2,440
Closed -$288K – 152
2022
Q4 		$288K Sell
2,440
-242
-9% -$19.6K 0.12% 111
2022
Q3 		$217K Sell
2,682
-874
-25% -$78.5K 0.1% 127
2022
Q2 		$319K Buy
3,556
+906
+34% +$91.8K 0.15% 107
2022
Q1 		$294K Buy
2,650
+83
+3% +$8.77K 0.11% 115
2021
Q4 		$266K Buy
+2,567
New +$297K 0.09% 132
2021
Q2 		$311K Buy
2,509
+69
+3% +$8.66K 0.12% 111
2021
Q1 		$288K Buy
2,440
+45
+2% +$5.27K 0.12% 111
2020
Q4 		$281K Sell
2,395
-9
-0.4% -$991 0.16% 101
2020
Q3 		$250K Sell
2,404
-221
-8% -$22.2K 0.17% 103
2020
Q2 		$241K Buy
2,625
+174
+7% +$16.7K 0.17% 110
2020
Q1 		$278K Hold
2,451
– – 0.21% 91
2019
Q4 		$278K Buy
+2,451
New +$269K 0.2% 92

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CWS Financial Advisors's MDT Position: Q4 2023 in Review

CWS Financial Advisors sold out of Medtronic (MDT) in Q4 2023, closing a stake of 2,622 shares — an estimated $205K sold.

CWS Financial Advisors first reported a position in MDT in Q4 2019 and held it in 14 quarters. The position peaked at $319K in Q2 2022. 2,078 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • CWS Financial Advisors reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
  • CWS Financial Advisors sold 2,622 Medtronic shares in Q4 2023, an estimated $205K.
  • CWS Financial Advisors first reported a position in Medtronic in Q4 2019 and held it in 14 quarters.
  • CWS Financial Advisors's Medtronic position peaked at $319K in Q2 2022.
  • 2,078 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on CWS Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.