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Guild Investment Management’s Medtronic MDT Stock Holding History

Guild Investment Management’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
Q3 		– Sell
-16,540
Closed -$1.47M – 61
2023
Q2 		$1.47M Buy
16,540
+850
+5% +$73.2K 2.07% 16
2023
Q1 		$1.26M Sell
15,690
-1,010
-6% -$82.3K 1.94% 19
2022
Q4 		$1.31M Buy
16,700
+3,970
+31% +$322K 2.24% 19
2022
Q3 		$1.03M Buy
+12,730
New +$1.14M 1.76% 22

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guild Investment Management's MDT Position: Q3 2023 in Review

Guild Investment Management sold out of Medtronic (MDT) in Q3 2023, closing a stake of 16,540 shares — an estimated $1.47M sold.

Guild Investment Management first reported a position in MDT in Q3 2022 and held it in 4 quarters. The position peaked at $1.47M in Q2 2023. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Guild Investment Management reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • Guild Investment Management sold 16,540 Medtronic shares in Q3 2023, an estimated $1.47M.
  • Guild Investment Management first reported a position in Medtronic in Q3 2022 and held it in 4 quarters.
  • Guild Investment Management's Medtronic position peaked at $1.47M in Q2 2023.
  • 1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Guild Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.