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Hibernia Wealth Partners’s Medtronic MDT Stock Holding History

Hibernia Wealth Partners’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
-696
Closed -$54.5K – 229
2023
Q3 		$54.5K Buy
+696
New +$58.3K 0.04% 86

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hibernia Wealth Partners's MDT Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of Medtronic (MDT) in Q4 2023, closing a stake of 696 shares — an estimated $54.5K sold.

Hibernia Wealth Partners first reported a position in MDT in Q3 2023 and held it in 1 quarter. The position peaked at $54.5K in Q3 2023. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 696 Medtronic shares in Q4 2023, an estimated $54.5K.
  • Hibernia Wealth Partners first reported a position in Medtronic in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's Medtronic position peaked at $54.5K in Q3 2023.
  • 2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.