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Hotaling Investment Management’s Medtronic MDT Stock Holding History

Hotaling 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
2022
Q3 		– Sell
-20,675
Closed -$1.86M – 118
2022
Q2 		$1.86M Buy
20,675
+114
+0.6% +$11.6K 0.81% 36
2022
Q1 		$2.28M Sell
20,561
-14,919
-42% -$1.58M 0.88% 37
2021
Q4 		$3.67M Buy
35,480
+531
+2% +$61.5K 1.27% 19
2021
Q3 		$4.38M Buy
34,949
+463
+1% +$59.9K 1.82% 11
2021
Q2 		$4.28M Buy
34,486
+475
+1% +$59.6K 1.74% 11
2021
Q1 		$4.02M Buy
34,011
+254
+0.8% +$29.8K 1.8% 14
2020
Q4 		$3.95M Buy
33,757
+13,020
+63% +$1.43M 1.84% 14
2020
Q3 		$2.15M Sell
20,737
-193
-0.9% -$19.4K 1.17% 29
2020
Q2 		$1.92M Sell
20,930
-5,052
-19% -$484K 1.11% 28
2020
Q1 		$2.34M Sell
25,982
-610
-2% -$64.9K 1.74% 17
2019
Q4 		$3.02M Sell
26,592
-100
-0.4% -$11K 1.73% 16
2019
Q3 		$2.9M Buy
26,692
+3,870
+17% +$404K 1.86% 13
2019
Q2 		$2.22M Buy
22,822
+223
+1% +$20.4K 1.43% 20
2019
Q1 		$2.06M Sell
22,599
-44
-0.2% -$3.94K 1.39% 22
2018
Q4 		$2.06M Buy
+22,643
New +$2.12M 1.68% 18

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hotaling Investment Management's MDT Position: Q3 2022 in Review

Hotaling Investment Management sold out of Medtronic (MDT) in Q3 2022, closing a stake of 20,675 shares — an estimated $1.86M sold.

Hotaling Investment Management first reported a position in MDT in Q4 2018 and held it in 15 quarters. The position peaked at $4.38M in Q3 2021. 1,930 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

  • Hotaling Investment Management reported no remaining Medtronic position as of Q3 2022 after selling out during the quarter.
  • Hotaling Investment Management sold 20,675 Medtronic shares in Q3 2022, an estimated $1.86M.
  • Hotaling Investment Management first reported a position in Medtronic in Q4 2018 and held it in 15 quarters.
  • Hotaling Investment Management's Medtronic position peaked at $4.38M in Q3 2021.
  • 1,930 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Hotaling Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.