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Doyle Wealth Management’s Medtronic MDT Stock Holding History

Doyle 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
Q3 		$786K Buy
9,731
+274
+3% +$24.6K 0.07% 111
2022
Q2 		$849K Sell
9,457
-114
-1% -$11.6K 0.07% 110
2022
Q1 		$1.06M Sell
9,571
-84
-0.9% -$8.87K 0.08% 114
2021
Q4 		$999K Sell
9,655
-35
-0.4% -$4.05K 0.07% 112
2021
Q3 		$1.22M Sell
9,690
-450
-4% -$58.2K 0.1% 97
2021
Q2 		$1.26M Sell
10,140
-245
-2% -$30.8K 0.1% 99
2021
Q1 		$1.23M Sell
10,385
-388
-4% -$45.5K 0.12% 95
2020
Q4 		$1.26M Buy
10,773
+226
+2% +$24.9K 0.13% 90
2020
Q3 		$1.1M Sell
10,547
-150
-1% -$15.1K 0.13% 89
2020
Q2 		$981K Sell
10,697
-726
-6% -$69.6K 0.13% 80
2020
Q1 		$1.03M Buy
11,423
+107
+0.9% +$11.4K 0.16% 66
2019
Q4 		$1.28M Sell
11,316
-1,029
-8% -$113K 0.16% 75
2019
Q3 		$1.34M Sell
12,345
-2,496
-17% -$260K 0.19% 65
2019
Q2 		$1.45M Hold
14,841
– – 0.2% 60
2019
Q1 		$1.31M Buy
14,841
+54
+0.4% +$4.83K 0.19% 63
2018
Q4 		$1.34M Sell
14,787
-27
-0.2% -$2.52K 0.23% 56
2018
Q3 		$1.46M Buy
14,814
+34
+0.2% +$3.14K 0.23% 58
2018
Q2 		$1.26M Buy
14,780
+799
+6% +$66.7K 0.21% 61
2018
Q1 		$1.12M Hold
13,981
– – 0.19% 62
2017
Q4 		$1.13M Sell
13,981
-1,188
-8% -$95.1K 0.19% 59
2017
Q3 		$1.18M Hold
15,169
– – 0.21% 59
2017
Q2 		$1.35M Sell
15,169
-104
-0.7% -$8.77K 0.25% 56
2017
Q1 		$1.23M Buy
+15,273
New +$1.19M 0.25% 57

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Doyle Wealth Management's MDT Position: Q3 2022 in Review

Doyle Wealth Management increased its Medtronic (MDT) stake by 2.9% in Q3 2022, buying an estimated $24.6K and bringing the position to 9,731 shares worth $786K. The position accounts for 0.07% of the portfolio, ranked #111.

Doyle Wealth Management first reported a position in MDT in Q1 2017 and has held it in 23 quarters since. The position peaked at $1.46M in Q3 2018. 1,930 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

  • Doyle Wealth Management held 9,731 shares of Medtronic worth $786K as of Q3 2022.
  • Doyle Wealth Management bought 274 Medtronic shares in Q3 2022, an estimated $24.6K.
  • Medtronic made up 0.07% of Doyle Wealth Management's portfolio in Q3 2022, its #111 holding.
  • Doyle Wealth Management first reported a position in Medtronic in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Medtronic position peaked at $1.46M in Q3 2018.
  • 1,930 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.