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Epic Trust Investment Advisors’s Medtronic MDT Stock Holding History

Epic Trust 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
2023
Q3 		– Sell
-2,462
Closed -$217K – 100
2023
Q2 		$217K Buy
+2,462
New +$212K 0.31% 93
2022
Q4 		– Sell
-2,819
Closed -$228K – 100
2022
Q3 		$228K Buy
2,819
+306
+12% +$27.5K 0.32% 93
2022
Q2 		$226K Buy
2,513
+437
+21% +$44.3K 0.43% 56
2022
Q1 		$230K Buy
+2,076
New +$219K 0.36% 67

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Epic Trust Investment Advisors's MDT Position: Q3 2023 in Review

Epic Trust Investment Advisors sold out of Medtronic (MDT) in Q3 2023, closing a stake of 2,462 shares — an estimated $217K sold.

Epic Trust Investment Advisors first reported a position in MDT in Q1 2022 and held it in 4 quarters. The position peaked at $230K in Q1 2022. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Epic Trust Investment Advisors reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 2,462 Medtronic shares in Q3 2023, an estimated $217K.
  • Epic Trust Investment Advisors first reported a position in Medtronic in Q1 2022 and held it in 4 quarters.
  • Epic Trust Investment Advisors's Medtronic position peaked at $230K in Q1 2022.
  • 1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Epic Trust Investment Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.