Investment Management of Virginia’s Medtronic MDT Stock Holding History

Investment Management of Virginia’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 Q1	$2.02M	Buy	+25,081	New	+$2.04M	0.38%	80
2022 Q4	–	Sell	-4,365	Closed	-$352K	–	182
2022 Q3	$352K	Sell	4,365 -30,724	-88%	-$2.76M	0.08%	156
2022 Q2	$3.15M	Sell	35,089 -591	-2%	-$59.9K	0.65%	58
2022 Q1	$3.96M	Buy	35,680 +2,073	+6%	+$219K	0.7%	55
2021 Q4	$3.48M	Buy	33,607 +600	+2%	+$69.5K	0.56%	65
2021 Q3	$4.14M	Sell	33,007 -50	-0.2%	-$6.47K	0.8%	40
2021 Q2	$4.1M	Sell	33,057 -80	-0.2%	-$10K	0.79%	44
2021 Q1	$3.91M	Buy	+33,137	New	+$3.88M	0.79%	45

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Investment Management of Virginia's MDT Position: Q1 2023 in Review

Investment Management of Virginia opened a new position in Medtronic (MDT) in Q1 2023: 25,081 shares worth $2.02M. The stake represents 0.38% of the portfolio and ranks #80 among its holdings. This is a return to the name: Investment Management of Virginia previously reported a position in MDT as recently as Q3 2022.

Investment Management of Virginia first reported a position in MDT in Q1 2021 and has held it in 8 quarters since. The position peaked at $4.14M in Q3 2021. 1,992 funds tracked by Wall St. Rank hold MDT as of Q1 2023.

Investment Management of Virginia held 25,081 shares of Medtronic worth $2.02M as of Q1 2023.
Medtronic was a new Investment Management of Virginia position in Q1 2023.
Medtronic made up 0.38% of Investment Management of Virginia's portfolio in Q1 2023, its #80 holding.
Investment Management of Virginia first reported a position in Medtronic in Q1 2021 and has held it in 8 quarters since.
Investment Management of Virginia's Medtronic position peaked at $4.14M in Q3 2021.
1,992 funds tracked by Wall St. Rank held Medtronic as of Q1 2023.

Based on Investment Management of Virginia's 13F filing for Q1 2023, filed 26 Apr 2023.