Independent Investors Inc’s Medtronic MDT Stock Holding History

Independent Investors Inc’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 Q4	–	Sell	-2,817	Closed	-$227K	–	67
2022 Q3	$227K	Buy	2,817 +17	+0.6%	+$1.53K	0.06%	62
2022 Q2	$251K	Hold	2,800	–	–	0.07%	64
2022 Q1	$311K	Sell	2,800 -13	-0.5%	-$1.37K	0.07%	65
2021 Q4	$291K	Hold	2,813	–	–	0.06%	67
2021 Q3	$353K	Hold	2,813	–	–	0.09%	66
2021 Q2	$349K	Hold	2,813	–	–	0.09%	65
2021 Q1	$332K	Hold	2,813	–	–	0.09%	68
2020 Q4	$330K	Hold	2,813	–	–	0.09%	65
2020 Q3	$292K	Hold	2,813	–	–	0.09%	67
2020 Q2	$257K	Hold	2,813	–	–	0.09%	66
2020 Q1	$253K	Hold	2,813	–	–	0.11%	67
2019 Q4	$319K	Hold	2,813	–	–	0.11%	67
2019 Q3	$305K	Hold	2,813	–	–	0.11%	66
2019 Q2	$273K	Buy	+2,813	New	+$257K	0.11%	70

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Investors Inc's MDT Position: Q4 2022 in Review

Independent Investors Inc sold out of Medtronic (MDT) in Q4 2022, closing a stake of 2,817 shares — an estimated $227K sold.

Independent Investors Inc first reported a position in MDT in Q2 2019 and held it in 14 quarters. The position peaked at $353K in Q3 2021. 1,963 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

Independent Investors Inc reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
Independent Investors Inc sold 2,817 Medtronic shares in Q4 2022, an estimated $227K.
Independent Investors Inc first reported a position in Medtronic in Q2 2019 and held it in 14 quarters.
Independent Investors Inc's Medtronic position peaked at $353K in Q3 2021.
1,963 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Independent Investors Inc's 13F filing for Q4 2022, filed 2 Feb 2023.