Evelyn V. Moreno’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.19M | Sell |
26,534
-46,546
| -64% | -$3.55M | 1.03% | 34 |
|
|
2023
Q3 | $5.73M | Sell |
73,080
-2,450
| -3% | -$205K | 1.25% | 31 |
|
|
2023
Q2 | $6.65M | Buy |
75,530
+240
| +0.3% | +$20.7K | 1.42% | 26 |
|
|
2023
Q1 | $6.07M | Buy |
75,290
+5,402
| +8% | +$440K | 1.38% | 29 |
|
|
2022
Q4 | $5.43M | Buy |
69,888
+36,423
| +109% | +$2.95M | 1.26% | 32 |
|
|
2022
Q3 | $2.7M | Sell |
33,465
-37,094
| -53% | -$3.33M | 1.22% | 26 |
|
|
2022
Q2 | $6.33M | Sell |
70,559
-7,474
| -10% | -$757K | 1.48% | 24 |
|
|
2022
Q1 | $8.66M | Sell |
78,033
-755
| -1% | -$79.8K | 1.75% | 23 |
|
|
2021
Q4 | $8.15M | Buy |
78,788
+5,682
| +8% | +$658K | 1.63% | 29 |
|
|
2021
Q3 | $9.16M | Sell |
73,106
-1,220
| -2% | -$158K | 2.16% | 15 |
|
|
2021
Q2 | $9.23M | Buy |
74,326
+3,753
| +5% | +$471K | 2.17% | 14 |
|
|
2021
Q1 | $8.34M | Sell |
70,573
-30
| -0% | -$3.52K | 1.99% | 19 |
|
|
2020
Q4 | $8.27M | Sell |
70,603
-1,635
| -2% | -$180K | 2.05% | 19 |
|
|
2020
Q3 | $7.51M | Sell |
72,238
-311
| -0.4% | -$31.2K | 2.03% | 18 |
|
|
2020
Q2 | $6.65M | Sell |
72,549
-872
| -1% | -$83.6K | 1.93% | 23 |
|
|
2020
Q1 | $6.62M | Sell |
73,421
-3,262
| -4% | -$347K | 2.25% | 16 |
|
|
2019
Q4 | $8.7M | Sell |
76,683
-2,345
| -3% | -$257K | 2.34% | 13 |
|
|
2019
Q3 | $8.58M | Sell |
79,028
-1,240
| -2% | -$129K | 2.35% | 13 |
|
|
2019
Q2 | $7.82M | Buy |
80,268
+575
| +0.7% | +$52.5K | 2.38% | 14 |
|
|
2019
Q1 | $7.26M | Buy |
79,693
+250
| +0.3% | +$22.4K | 2.14% | 19 |
|
|
2018
Q4 | $7.23M | Sell |
79,443
-1,745
| -2% | -$163K | 2.39% | 14 |
|
|
2018
Q3 | $7.99M | Sell |
81,188
-2,166
| -3% | -$200K | 2.23% | 16 |
|
|
2018
Q2 | $7.14M | Buy |
83,354
+6,295
| +8% | +$526K | 2.08% | 17 |
|
|
2018
Q1 | $6.18M | Buy |
77,059
+275
| +0.4% | +$22.7K | 1.89% | 24 |
|
|
2017
Q4 | $6.2M | Sell |
76,784
-4,288
| -5% | -$343K | 1.88% | 27 |
|
|
2017
Q3 | $6.3M | Buy |
81,072
+397
| +0.5% | +$33K | 1.89% | 26 |
|
|
2017
Q2 | $7.16M | Sell |
80,675
-700
| -0.9% | -$59K | 2.2% | 18 |
|
|
2017
Q1 | $6.55M | Buy |
81,375
+10,810
| +15% | +$844K | 1.99% | 22 |
|
|
2016
Q4 | $5.03M | Buy |
70,565
+90
| +0.1% | +$7.07K | 1.81% | 28 |
|
|
2016
Q3 | $6.09M | Sell |
70,475
-45
| -0.1% | -$3.92K | 2.23% | 14 |
|
|
2016
Q2 | $6.12M | Buy |
70,520
+912
| +1% | +$73.8K | 2.32% | 12 |
|
|
2016
Q1 | $5.22M | Buy |
69,608
+175
| +0.3% | +$13.2K | 2.02% | 14 |
|
|
2015
Q4 | $5.34M | Buy |
69,433
+200
| +0.3% | +$15.1K | 2.23% | 14 |
|
|
2015
Q3 | $4.63M | Sell |
69,233
-275
| -0.4% | -$20.3K | 1.99% | 15 |
|
|
2015
Q2 | $5.15M | Sell |
69,508
-2,783
| -4% | -$213K | 2.05% | 11 |
|
|
2015
Q1 | $5.64M | Sell |
72,291
-3,450
| -5% | -$261K | 2.13% | 9 |
|
|
2014
Q4 | $5.47M | Buy |
75,741
+250
| +0.3% | +$17.4K | 2.01% | 10 |
|
|
2014
Q3 | $4.68M | Sell |
75,491
-215
| -0.3% | -$13.7K | 1.79% | 17 |
|
|
2014
Q2 | $4.83M | Sell |
75,706
-1,045
| -1% | -$63.5K | 1.81% | 15 |
|
|
2014
Q1 | $4.72M | Buy |
76,751
+200
| +0.3% | +$11.7K | 1.86% | 14 |
|
|
2013
Q4 | $4.39M | Buy |
+76,551
| New | +$4.34M | 1.81% | 18 |
|
Other funds holding MDT
Evelyn V. Moreno's MDT Position: Q4 2023 in Review
Evelyn V. Moreno reduced its Medtronic (MDT) stake by 64% in Q4 2023, selling an estimated $3.55M and leaving 26,534 shares worth $2.19M. The position accounts for 1.03% of the portfolio, ranked #34.
Evelyn V. Moreno first reported a position in MDT in Q4 2013 and has held it in 41 quarters since. The position peaked at $9.23M in Q2 2021. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.
- Evelyn V. Moreno held 26,534 shares of Medtronic worth $2.19M as of Q4 2023.
- Evelyn V. Moreno sold 46,546 Medtronic shares in Q4 2023, an estimated $3.55M.
- Medtronic made up 1.03% of Evelyn V. Moreno's portfolio in Q4 2023, its #34 holding.
- Evelyn V. Moreno first reported a position in Medtronic in Q4 2013 and has held it in 41 quarters since.
- Evelyn V. Moreno's Medtronic position peaked at $9.23M in Q2 2021.
- 2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.
Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.