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Investment Partners’s Medtronic MDT Stock Holding History

Investment Partners’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
-3,102
Closed -$250K – 201
2022
Q3 		$250K Buy
3,102
+499
+19% +$44.8K 0.07% 220
2022
Q2 		$234K Sell
2,603
-138
-5% -$14K 0.11% 138
2022
Q1 		$304K Buy
2,741
+13
+0.5% +$1.37K 0.13% 128
2021
Q4 		$282K Sell
2,728
-1,063
-28% -$123K 0.12% 139
2021
Q3 		$475K Buy
3,791
+64
+2% +$8.28K 0.22% 89
2021
Q2 		$463K Buy
3,727
+13
+0.4% +$1.63K 0.21% 90
2021
Q1 		$439K Buy
3,714
+13
+0.4% +$1.52K 0.21% 86
2020
Q4 		$434K Buy
3,701
+14
+0.4% +$1.54K 0.23% 80
2020
Q3 		$383K Buy
3,687
+16
+0.4% +$1.61K 0.23% 81
2020
Q2 		$337K Buy
3,671
+504
+16% +$48.3K 0.2% 88
2020
Q1 		$286K Buy
3,167
+12
+0.4% +$1.28K 0.21% 94
2019
Q4 		$358K Sell
3,155
-41
-1% -$4.5K 0.24% 87
2019
Q3 		$347K Buy
3,196
+1
+0% +$104 0.25% 88
2019
Q2 		$311K Sell
3,195
-211
-6% -$19.3K 0.22% 97
2019
Q1 		$310K Sell
3,406
-105
-3% -$9.4K 0.22% 95
2018
Q4 		$319K Buy
3,511
+14
+0.4% +$1.31K 0.27% 85
2018
Q3 		$248K Buy
3,497
+16
+0.5% +$1.48K 0.14% 100
2018
Q2 		$298K Buy
3,481
+283
+9% +$23.6K 0.22% 97
2018
Q1 		$257K Sell
3,198
-8
-0.2% -$660 0.19% 124
2017
Q4 		$259K Buy
+3,206
New +$257K 0.19% 120

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 $3.37T AUM 44.26% 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

Investment Partners's MDT Position: Q4 2022 in Review

Investment Partners sold out of Medtronic (MDT) in Q4 2022, closing a stake of 3,102 shares — an estimated $250K sold.

Investment Partners first reported a position in MDT in Q4 2017 and held it in 20 quarters. The position peaked at $475K in Q3 2021. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

  • Investment Partners reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 3,102 Medtronic shares in Q4 2022, an estimated $250K.
  • Investment Partners first reported a position in Medtronic in Q4 2017 and held it in 20 quarters.
  • Investment Partners's Medtronic position peaked at $475K in Q3 2021.
  • 1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.