Fortis Advisors’s Medtronic MDT Stock Holding History

Fortis 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 Q2	–	Sell	-55	Closed	-$4.43K	–	182
2023 Q1	$4.43K	Hold	55	–	–	﹤0.01%	224
2022 Q4	$4.28K	Hold	55	–	–	﹤0.01%	222
2022 Q3	$4K	Hold	55	–	–	﹤0.01%	218
2022 Q2	$5K	Hold	55	–	–	﹤0.01%	240
2022 Q1	$6K	Hold	55	–	–	﹤0.01%	249
2021 Q4	$6K	Hold	55	–	–	﹤0.01%	231
2021 Q3	$7K	Hold	55	–	–	﹤0.01%	231
2021 Q2	$7K	Hold	55	–	–	﹤0.01%	234
2021 Q1	$6K	Hold	55	–	–	﹤0.01%	207
2020 Q4	$6K	Buy	+55	New	+$6.05K	0.01%	162
2020 Q2	–	Sell	-354	Closed	-$32K	–	262
2020 Q1	$32K	Sell	354 -100	-22%	-$10.6K	0.02%	206
2019 Q4	$52K	Buy	454 +146	+47%	+$16K	0.03%	208
2019 Q3	$35K	Hold	308	–	–	0.02%	224
2019 Q2	$30K	Hold	308	–	–	0.01%	266
2019 Q1	$28K	Hold	308	–	–	0.01%	254
2018 Q4	$28K	Hold	308	–	–	0.02%	249
2018 Q3	$30K	Sell	308 -50	-14%	-$4.62K	0.02%	227
2018 Q2	$32K	Hold	358	–	–	0.02%	228
2018 Q1	$29K	Hold	358	–	–	0.02%	195
2017 Q4	$29K	Sell	358 -50	-12%	-$4K	0.02%	197
2017 Q3	$32K	Buy	408 +208	+104%	+$17.3K	0.02%	182
2017 Q2	$18K	Hold	200	–	–	0.01%	80
2017 Q1	$16K	Buy	+200	New	+$15.6K	0.01%	72

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fortis Advisors's MDT Position: Q2 2023 in Review

Fortis Advisors sold out of Medtronic (MDT) in Q2 2023, closing a stake of 55 shares — an estimated $4.43K sold.

Fortis Advisors first reported a position in MDT in Q1 2017 and held it in 23 quarters. The position peaked at $52K in Q4 2019. 2,056 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

Fortis Advisors reported no remaining Medtronic position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 55 Medtronic shares in Q2 2023, an estimated $4.43K.
Fortis Advisors first reported a position in Medtronic in Q1 2017 and held it in 23 quarters.
Fortis Advisors's Medtronic position peaked at $52K in Q4 2019.
2,056 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.