First National Bank of South Miami’s Medtronic MDT Stock Holding History

First National Bank of South Miami’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	–	Sell	-5,285	Closed	-$426K	–	261
2023 Q1	$426K	Sell	5,285 -5	-0.1%	-$408	0.34%	68
2022 Q4	$412K	Hold	5,290	–	–	0.31%	77
2022 Q3	$427K	Sell	5,290 -141	-3%	-$12.7K	0.33%	73
2022 Q2	$487K	Hold	5,431	–	–	0.33%	74
2022 Q1	$603K	Sell	5,431 -13	-0.2%	-$1.37K	0.36%	71
2021 Q4	$563K	Sell	5,444 -3	-0.1%	-$347	0.34%	77
2021 Q3	$683K	Sell	5,447 -307	-5%	-$39.7K	0.46%	58
2021 Q2	$714K	Sell	5,754 -329	-5%	-$41.3K	0.49%	57
2021 Q1	$719K	Buy	6,083 +283	+5%	+$33.2K	0.55%	46
2020 Q4	$679K	Sell	5,800 -6,303	-52%	-$694K	0.58%	46
2020 Q3	$1.18M	Buy	12,103 +5,902	+95%	+$593K	1.13%	23
2020 Q2	$569K	Sell	6,201 -551	-8%	-$52.8K	0.61%	47
2020 Q1	$609K	Sell	6,752 -82	-1%	-$8.72K	0.77%	41
2019 Q4	$775K	Sell	6,834 -2,732	-29%	-$300K	0.77%	41
2019 Q3	$1.03M	Hold	9,566	–	–	0.99%	27
2019 Q2	$975K	Sell	9,566 -545	-5%	-$49.8K	0.91%	28
2019 Q1	$921K	Sell	10,111 -647	-6%	-$57.9K	0.88%	28
2018 Q4	$951K	Buy	+10,758	New	+$1.01M	0.93%	28

Other funds holding MDT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $609B AUM 40.19% 1-Year Est. Return

First National Bank of South Miami's MDT Position: Q2 2023 in Review

First National Bank of South Miami sold out of Medtronic (MDT) in Q2 2023, closing a stake of 5,285 shares — an estimated $426K sold.

First National Bank of South Miami first reported a position in MDT in Q4 2018 and held it in 18 quarters. The position peaked at $1.18M in Q3 2020. 2,057 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

First National Bank of South Miami reported no remaining Medtronic position as of Q2 2023 after selling out during the quarter.
First National Bank of South Miami sold 5,285 Medtronic shares in Q2 2023, an estimated $426K.
First National Bank of South Miami first reported a position in Medtronic in Q4 2018 and held it in 18 quarters.
First National Bank of South Miami's Medtronic position peaked at $1.18M in Q3 2020.
2,057 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.