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Greystone Financial Group’s Medtronic MDT Stock Holding History

Greystone Financial 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
Q4 		– Sell
-85,636
Closed -$6.71M – 116
2023
Q3 		$6.71M Sell
85,636
-12,676
-13% -$1.06M 1.67% 23
2023
Q2 		$8.66M Buy
98,312
+8,370
+9% +$721K 2.01% 15
2023
Q1 		$7.25M Buy
89,942
+377
+0.4% +$30.7K 1.83% 26
2022
Q4 		$6.96M Buy
89,565
+1,413
+2% +$115K 2.05% 32
2022
Q3 		$7.12M Buy
88,152
+3,400
+4% +$306K 2.41% 20
2022
Q2 		$7.61M Buy
+84,752
New +$8.59M 2.37% 22

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Greystone Financial Group's MDT Position: Q4 2023 in Review

Greystone Financial Group sold out of Medtronic (MDT) in Q4 2023, closing a stake of 85,636 shares — an estimated $6.71M sold.

Greystone Financial Group first reported a position in MDT in Q2 2022 and held it in 6 quarters. The position peaked at $8.66M in Q2 2023. 2,078 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • Greystone Financial Group reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
  • Greystone Financial Group sold 85,636 Medtronic shares in Q4 2023, an estimated $6.71M.
  • Greystone Financial Group first reported a position in Medtronic in Q2 2022 and held it in 6 quarters.
  • Greystone Financial Group's Medtronic position peaked at $8.66M in Q2 2023.
  • 2,078 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Greystone Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.