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Edgemoor Investment Advisors’s Medtronic MDT Stock Holding History

Edgemoor Investment 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
2022
Q4 		– Sell
-72,932
Closed -$5.89M – 164
2022
Q3 		$5.89M Sell
72,932
-1,385
-2% -$124K 0.78% 40
2022
Q2 		$6.67M Sell
74,317
-628
-0.8% -$63.6K 0.84% 38
2022
Q1 		$8.31M Sell
74,945
-1,409
-2% -$149K 0.88% 34
2021
Q4 		$7.9M Sell
76,354
-2,966
-4% -$343K 0.81% 38
2021
Q3 		$9.94M Sell
79,320
-22,780
-22% -$2.95M 1.13% 30
2021
Q2 		$12.7M Sell
102,100
-841
-0.8% -$106K 1.18% 31
2021
Q1 		$12.2M Buy
102,941
+1,261
+1% +$148K 1.22% 31
2020
Q4 		$11.9M Buy
101,680
+3,331
+3% +$367K 1.34% 24
2020
Q3 		$10.2M Buy
98,349
+862
+0.9% +$86.6K 1.26% 27
2020
Q2 		$8.94M Buy
97,487
+8,711
+10% +$835K 1.2% 34
2020
Q1 		$8.01M Buy
88,776
+499
+0.6% +$53.1K 1.3% 28
2019
Q4 		$10M Buy
88,277
+123
+0.1% +$13.5K 1.14% 36
2019
Q3 		$9.57M Buy
88,154
+280
+0.3% +$29.2K 1.18% 35
2019
Q2 		$8.56M Buy
87,874
+3,154
+4% +$288K 1.08% 37
2019
Q1 		$7.72M Buy
84,720
+1,936
+2% +$173K 1.02% 36
2018
Q4 		$7.53M Buy
82,784
+775
+0.9% +$72.4K 1.12% 33
2018
Q3 		$8.07M Buy
82,009
+3,700
+5% +$342K 1% 38
2018
Q2 		$6.7M Buy
78,309
+57,808
+282% +$4.83M 0.9% 42
2018
Q1 		$1.65M Buy
20,501
+12,660
+161% +$1.04M 0.22% 73
2017
Q4 		$669K Buy
7,841
+3,601
+85% +$288K 0.08% 93
2017
Q3 		$330K Buy
+4,240
New +$352K 0.04% 113

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Edgemoor Investment Advisors's MDT Position: Q4 2022 in Review

Edgemoor Investment Advisors sold out of Medtronic (MDT) in Q4 2022, closing a stake of 72,932 shares — an estimated $5.89M sold.

Edgemoor Investment Advisors first reported a position in MDT in Q3 2017 and held it in 21 quarters. The position peaked at $12.7M in Q2 2021. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

  • Edgemoor Investment Advisors reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 72,932 Medtronic shares in Q4 2022, an estimated $5.89M.
  • Edgemoor Investment Advisors first reported a position in Medtronic in Q3 2017 and held it in 21 quarters.
  • Edgemoor Investment Advisors's Medtronic position peaked at $12.7M in Q2 2021.
  • 1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Edgemoor Investment Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.