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Intelligent Financial Strategies’s Medtronic MDT Stock Holding History

Intelligent Financial Strategies’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
-400
Closed -$32.4K – 96
2022
Q3 		$32K Hold
400
– – 0.03% 69
2022
Q2 		$36K Sell
400
-52
-12% -$5.27K 0.04% 68
2022
Q1 		$50K Hold
452
– – 0.05% 67
2021
Q4 		$47K Buy
+452
New +$52.3K 0.04% 72

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Intelligent Financial Strategies's MDT Position: Q4 2022 in Review

Intelligent Financial Strategies sold out of Medtronic (MDT) in Q4 2022, closing a stake of 400 shares — an estimated $32.4K sold.

Intelligent Financial Strategies first reported a position in MDT in Q4 2021 and held it in 4 quarters. The position peaked at $50K in Q1 2022. 1,961 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

  • Intelligent Financial Strategies reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 400 Medtronic shares in Q4 2022, an estimated $32.4K.
  • Intelligent Financial Strategies first reported a position in Medtronic in Q4 2021 and held it in 4 quarters.
  • Intelligent Financial Strategies's Medtronic position peaked at $50K in Q1 2022.
  • 1,961 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Intelligent Financial Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.