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Inspire Advisors’s Medtronic MDT Stock Holding History

Inspire 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
Q4 		– Sell
-3,071
Closed -$241K – 357
2023
Q3 		$241K Buy
3,071
+488
+19% +$40.9K 0.04% 232
2023
Q2 		$228K Buy
+2,583
New +$222K 0.04% 203
2021
Q1 		– Sell
-717
Closed -$84K – 465
2020
Q4 		$84K Buy
+717
New +$78.9K 0.03% 152

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

Inspire Advisors's MDT Position: Q4 2023 in Review

Inspire Advisors sold out of Medtronic (MDT) in Q4 2023, closing a stake of 3,071 shares — an estimated $241K sold.

Inspire Advisors first reported a position in MDT in Q4 2020 and held it in 3 quarters. The position peaked at $241K in Q3 2023. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • Inspire Advisors reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
  • Inspire Advisors sold 3,071 Medtronic shares in Q4 2023, an estimated $241K.
  • Inspire Advisors first reported a position in Medtronic in Q4 2020 and held it in 3 quarters.
  • Inspire Advisors's Medtronic position peaked at $241K in Q3 2023.
  • 2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Inspire Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.