EF
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Empirical Finance’s Medtronic MDT Stock Holding History

Empirical Finance’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
Q1 		– Sell
-2,873
Closed -$223K – 500
2022
Q4 		$223K Buy
2,873
+361
+14% +$29.3K 0.02% 475
2022
Q3 		$203K Hold
2,512
– – 0.02% 476
2022
Q2 		$225K Hold
2,512
– – 0.03% 450
2022
Q1 		$279K Buy
+2,512
New +$265K 0.03% 425
2017
Q1 		– Sell
-441
Closed -$32K – 375
2016
Q4 		$32K Buy
+441
New +$34.6K 0.02% 141

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Empirical Finance's MDT Position: Q1 2023 in Review

Empirical Finance sold out of Medtronic (MDT) in Q1 2023, closing a stake of 2,873 shares — an estimated $223K sold.

Empirical Finance first reported a position in MDT in Q4 2016 and held it in 5 quarters. The position peaked at $279K in Q1 2022. 1,991 funds tracked by Wall St. Rank hold MDT as of Q1 2023.

  • Empirical Finance reported no remaining Medtronic position as of Q1 2023 after selling out during the quarter.
  • Empirical Finance sold 2,873 Medtronic shares in Q1 2023, an estimated $223K.
  • Empirical Finance first reported a position in Medtronic in Q4 2016 and held it in 5 quarters.
  • Empirical Finance's Medtronic position peaked at $279K in Q1 2022.
  • 1,991 funds tracked by Wall St. Rank held Medtronic as of Q1 2023.

Based on Empirical Finance's 13F filing for Q1 2023, filed 5 Apr 2023.