Hall Private Wealth Advisors’s Medtronic MDT Stock Holding History

Hall Private Wealth 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 Q3	$2.03M	Sell	25,866 -21,120	-45%	-$1.77M	1.36%	18
2023 Q2	$4.14M	Sell	46,986 -5,383	-10%	-$463K	2.24%	17
2023 Q1	$4.22M	Sell	52,369 -994	-2%	-$81K	2.2%	17
2022 Q4	$4.15M	Sell	53,363 -30,728	-37%	-$2.49M	2.36%	16
2022 Q3	$6.79M	Sell	84,091 -864	-1%	-$77.6K	3.91%	11
2022 Q2	$7.63M	Buy	84,955 +12,064	+17%	+$1.22M	4.28%	10
2022 Q1	$8.09M	Buy	72,891 +22,793	+45%	+$2.41M	4.32%	10
2021 Q4	$5.18M	Sell	50,098 -659	-1%	-$76.3K	3.22%	14
2021 Q3	$6.36M	Buy	50,757 +837	+2%	+$108K	4.06%	11
2021 Q2	$6.2M	Buy	+49,920	New	+$6.27M	4.03%	7
2020 Q4	$4.97M	Buy	+42,407	New	+$4.67M	4.09%	9

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Hall Private Wealth Advisors's MDT Position: Q3 2023 in Review

Hall Private Wealth Advisors reduced its Medtronic (MDT) stake by 45% in Q3 2023, selling an estimated $1.77M and leaving 25,866 shares worth $2.03M. The position accounts for 1.36% of the portfolio, ranked #18.

Hall Private Wealth Advisors first reported a position in MDT in Q4 2020 and has held it in 11 quarters since. The position peaked at $8.09M in Q1 2022. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

Hall Private Wealth Advisors held 25,866 shares of Medtronic worth $2.03M as of Q3 2023.
Hall Private Wealth Advisors sold 21,120 Medtronic shares in Q3 2023, an estimated $1.77M.
Medtronic made up 1.36% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #18 holding.
Hall Private Wealth Advisors first reported a position in Medtronic in Q4 2020 and has held it in 11 quarters since.
Hall Private Wealth Advisors's Medtronic position peaked at $8.09M in Q1 2022.
1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.