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	–	959
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 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

Disciplined Investments's MDT Position: Q3 2023 in Review

Disciplined Investments sold out of Medtronic (MDT) in Q3 2023, closing a stake of 607 shares — an estimated $53.5K sold.

Disciplined Investments first reported a position in MDT in Q4 2019 and held it in 15 quarters. The position peaked at $68K in Q4 2019. 1,971 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

Disciplined Investments reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 607 Medtronic shares in Q3 2023, an estimated $53.5K.
Disciplined Investments first reported a position in Medtronic in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Medtronic position peaked at $68K in Q4 2019.
1,971 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.