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Hoxton Planning & Management’s Medtronic MDT Stock Holding History

Hoxton Planning & 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
-2,505
Closed -$221K – 148
2023
Q2 		$221K Sell
2,505
-164
-6% -$14.1K 0.14% 134
2023
Q1 		$215K Buy
+2,669
New +$218K 0.12% 146

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

Hoxton Planning & Management's MDT Position: Q3 2023 in Review

Hoxton Planning & Management sold out of Medtronic (MDT) in Q3 2023, closing a stake of 2,505 shares — an estimated $221K sold.

Hoxton Planning & Management first reported a position in MDT in Q1 2023 and held it in 2 quarters. The position peaked at $221K in Q2 2023. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Hoxton Planning & Management reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • Hoxton Planning & Management sold 2,505 Medtronic shares in Q3 2023, an estimated $221K.
  • Hoxton Planning & Management first reported a position in Medtronic in Q1 2023 and held it in 2 quarters.
  • Hoxton Planning & Management's Medtronic position peaked at $221K in Q2 2023.
  • 1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Hoxton Planning & Management's 13F filing for Q3 2023, filed 27 Oct 2023.