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DFPG Investments’s Medtronic MDT Stock Holding History

DFPG 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
Q4 		$4.41M Buy
53,045
+142
+0.3% +$10.8K 0.34% 71
2023
Q3 		$3.71M Buy
52,903
+8,919
+20% +$747K 0.34% 70
2023
Q2 		$3.79M Buy
43,984
+5,253
+14% +$452K 0.34% 67
2023
Q1 		$3.12M Buy
38,731
+17,593
+83% +$1.43M 0.34% 73
2022
Q4 		$1.7M Buy
+21,138
New +$1.71M 0.28% 94

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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

DFPG Investments's MDT Position: Q4 2023 in Review

DFPG Investments increased its Medtronic (MDT) stake by 0.27% in Q4 2023, buying an estimated $10.8K and bringing the position to 53,045 shares worth $4.41M. The position accounts for 0.34% of the portfolio, ranked #71.

DFPG Investments first reported a position in MDT in Q4 2022 and has held it in 5 quarters since. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • DFPG Investments held 53,045 shares of Medtronic worth $4.41M as of Q4 2023.
  • DFPG Investments bought 142 Medtronic shares in Q4 2023, an estimated $10.8K.
  • Medtronic made up 0.34% of DFPG Investments's portfolio in Q4 2023, its #71 holding.
  • DFPG Investments first reported a position in Medtronic in Q4 2022 and has held it in 5 quarters since.
  • 2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.