First Command Bank’s Medtronic MDT Stock Holding History

First Command Bank’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	$161K	Buy	1,826 +11	+0.6%	+$947	0.02%	154
2023 Q1	$146K	Hold	1,815	–	–	0.02%	148
2022 Q4	$141K	Hold	1,815	–	–	0.02%	154
2022 Q3	$147K	Sell	1,815 -535	-23%	-$48.1K	0.02%	145
2022 Q2	$211K	Hold	2,350	–	–	0.03%	120
2022 Q1	$261K	Sell	2,350 -245	-9%	-$25.9K	0.04%	122
2021 Q4	$325K	Hold	2,595	–	–	0.06%	109
2021 Q3	$325K	Buy	2,595 +62	+2%	+$8.03K	0.06%	109
2021 Q2	$314K	Sell	2,533 -16	-0.6%	-$2.01K	0.04%	111
2021 Q1	$301K	Buy	2,549 +46	+2%	+$5.39K	0.07%	103
2020 Q4	$293K	Buy	2,503 +167	+7%	+$18.4K	0.07%	97
2020 Q3	$243K	Hold	2,336	–	–	0.07%	95
2020 Q2	$214K	Hold	2,336	–	–	0.07%	100
2020 Q1	$211K	Hold	2,336	–	–	0.11%	97
2019 Q4	$265K	Hold	2,336	–	–	0.13%	105
2019 Q3	$254K	Sell	2,336 -100	-4%	-$10.4K	0.13%	103
2019 Q2	$238K	Hold	2,436	–	–	0.12%	108
2019 Q1	$222K	Sell	2,436 -78	-3%	-$6.98K	0.11%	107
2018 Q4	$229K	Buy	2,514 +1,979	+370%	+$185K	0.12%	100
2018 Q3	$53K	Hold	535	–	–	0.01%	201
2018 Q2	$46K	Hold	535	–	–	0.01%	217
2018 Q1	$42.9K	Buy	535 +244	+84%	+$20.1K	0.02%	224
2017 Q4	$23K	Sell	291 -113	-28%	-$9.05K	0.01%	276
2017 Q3	$32K	Buy	404 +113	+39%	+$9.38K	0.02%	240
2017 Q2	$26K	Buy	291 +191	+191%	+$16.1K	0.02%	266
2017 Q1	$8K	Hold	100	–	–	0.01%	341
2016 Q4	$7K	Buy	+100	New	+$7.86K	0.01%	342

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 Command Bank's MDT Position: Q2 2023 in Review

First Command Bank increased its Medtronic (MDT) stake by 0.61% in Q2 2023, buying an estimated $947 and bringing the position to 1,826 shares worth $161K. The position accounts for 0.02% of the portfolio, ranked #154.

First Command Bank first reported a position in MDT in Q4 2016 and has held it in 27 quarters since. The position peaked at $325K in Q4 2021. 2,056 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

First Command Bank held 1,826 shares of Medtronic worth $161K as of Q2 2023.
First Command Bank bought 11 Medtronic shares in Q2 2023, an estimated $947.
Medtronic made up 0.02% of First Command Bank's portfolio in Q2 2023, its #154 holding.
First Command Bank first reported a position in Medtronic in Q4 2016 and has held it in 27 quarters since.
First Command Bank's Medtronic position peaked at $325K in Q4 2021.
2,056 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.