First Capital Advisors Group’s Medtronic MDT Stock Holding History

First Capital Advisors Group’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 Q2	$450K	Sell	5,110 -303	-6%	-$26.1K	0.24%	79
2023 Q1	$436K	Buy	5,413 +429	+9%	+$35K	0.28%	78
2022 Q4	$387K	Sell	4,984 -480	-9%	-$38.9K	0.26%	91
2022 Q3	$441K	Sell	5,464 -682	-11%	-$61.3K	0.37%	76
2022 Q2	$552K	Buy	+6,146	New	+$623K	0.38%	68
2018 Q3	–	Sell	-3,460	Closed	-$296K	–	175
2018 Q2	$296K	Sell	3,460 -14	-0.4%	-$1.17K	0.2%	112
2018 Q1	$279K	Sell	3,474 -855	-20%	-$70.5K	0.16%	124
2017 Q4	$350K	Sell	4,329 -197	-4%	-$15.8K	0.22%	119
2017 Q3	$352K	Sell	4,526 -2,071	-31%	-$172K	0.24%	111
2017 Q2	$586K	Sell	6,597 -573	-8%	-$48.3K	0.4%	83
2017 Q1	$578K	Buy	7,170 +863	+14%	+$67.4K	0.43%	81
2016 Q4	$449K	Buy	+6,307	New	+$495K	0.42%	81

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Capital Advisors Group's MDT Position: Q2 2023 in Review

First Capital Advisors Group reduced its Medtronic (MDT) stake by 5.6% in Q2 2023, selling an estimated $26.1K and leaving 5,110 shares worth $450K. The position accounts for 0.24% of the portfolio, ranked #79.

First Capital Advisors Group first reported a position in MDT in Q4 2016 and has held it in 12 quarters since. The position peaked at $586K in Q2 2017. 2,056 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

First Capital Advisors Group held 5,110 shares of Medtronic worth $450K as of Q2 2023.
First Capital Advisors Group sold 303 Medtronic shares in Q2 2023, an estimated $26.1K.
Medtronic made up 0.24% of First Capital Advisors Group's portfolio in Q2 2023, its #79 holding.
First Capital Advisors Group first reported a position in Medtronic in Q4 2016 and has held it in 12 quarters since.
First Capital Advisors Group's Medtronic position peaked at $586K in Q2 2017.
2,056 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.