DI
MDT icon

Disciplined Investments’s Medtronic MDT Stock Holding History

Disciplined 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
Q3 		– Sell
-607
Closed -$53.5K – 960
2023
Q2 		$53.5K Buy
607
+21
+4% +$1.81K 0.03% 193
2023
Q1 		$47.2K Buy
586
+12
+2% +$978 0.02% 229
2022
Q4 		$44.6K Sell
574
-9
-2% -$729 0.02% 214
2022
Q3 		$47K Sell
583
-6
-1% -$539 0.02% 228
2022
Q2 		$53K Sell
589
-10
-2% -$1.01K 0.02% 213
2022
Q1 		$66K Buy
599
+167
+39% +$17.6K 0.03% 198
2021
Q4 		$45K Hold
432
– – 0.02% 218
2021
Q3 		$54K Hold
432
– – 0.03% 196
2021
Q2 		$54K Hold
432
– – 0.03% 193
2021
Q1 		$51K Hold
432
– – 0.03% 179
2020
Q4 		$51K Hold
432
– – 0.03% 152
2020
Q3 		$45K Sell
432
-168
-28% -$16.9K 0.03% 168
2020
Q2 		$55K Hold
600
– – 0.04% 154
2020
Q1 		$54K Hold
600
– – 0.05% 146
2019
Q4 		$68K Buy
+600
New +$65.8K 0.06% 143

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return