James Investment Research’s Medtronic MDT Stock Holding History

James Investment Research’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	–	Sell	-32	Closed	-$2K	–	615
2022 Q4	$2K	Hold	32	–	–	﹤0.01%	536
2022 Q3	$3K	Hold	32	–	–	﹤0.01%	487
2022 Q2	$3K	Hold	32	–	–	﹤0.01%	472
2022 Q1	$4K	Buy	+32	New	+$3.38K	﹤0.01%	460
2021 Q1	–	Sell	-6,288	Closed	-$737K	–	526
2020 Q4	$737K	Sell	6,288 -13,961	-69%	-$1.54M	0.07%	175
2020 Q3	$2.1M	Sell	20,249 -105,377	-84%	-$10.6M	0.19%	114
2020 Q2	$11.5M	Sell	125,626 -8,177	-6%	-$784K	1.08%	22
2020 Q1	$12.1M	Buy	133,803 +7,683	+6%	+$817K	1.25%	19
2019 Q4	$14.3M	Buy	126,120 +25,586	+25%	+$2.81M	1%	24
2019 Q3	$10.9M	Buy	+100,534	New	+$10.5M	0.79%	34
2017 Q3	–	Sell	-215	Closed	-$19K	–	781
2017 Q2	$19K	Hold	215	–	–	﹤0.01%	668
2017 Q1	$17K	Hold	215	–	–	﹤0.01%	603
2016 Q4	$15K	Hold	215	–	–	﹤0.01%	484
2016 Q3	$19K	Hold	215	–	–	﹤0.01%	464
2016 Q2	$19K	Hold	215	–	–	﹤0.01%	415
2016 Q1	$16K	Hold	215	–	–	﹤0.01%	409
2015 Q4	$17K	Hold	215	–	–	﹤0.01%	429
2015 Q3	$14K	Hold	215	–	–	﹤0.01%	435
2015 Q2	$16K	Hold	215	–	–	﹤0.01%	455
2015 Q1	$17K	Hold	215	–	–	﹤0.01%	462
2014 Q4	$16K	Hold	215	–	–	﹤0.01%	456
2014 Q3	$13K	Hold	215	–	–	﹤0.01%	475
2014 Q2	$14K	Hold	215	–	–	﹤0.01%	466
2014 Q1	$13K	Hold	215	–	–	﹤0.01%	471
2013 Q4	$12K	Hold	215	–	–	﹤0.01%	479
2013 Q3	$11K	Hold	215	–	–	﹤0.01%	481
2013 Q2	$11K	Buy	+215	New	+$10.6K	﹤0.01%	468

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 $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

James Investment Research's MDT Position: Q1 2023 in Review

James Investment Research sold out of Medtronic (MDT) in Q1 2023, closing a stake of 32 shares — an estimated $2K sold.

James Investment Research first reported a position in MDT in Q2 2013 and held it in 27 quarters. The position peaked at $14.3M in Q4 2019. 1,991 funds tracked by Wall St. Rank hold MDT as of Q1 2023.

James Investment Research reported no remaining Medtronic position as of Q1 2023 after selling out during the quarter.
James Investment Research sold 32 Medtronic shares in Q1 2023, an estimated $2K.
James Investment Research first reported a position in Medtronic in Q2 2013 and held it in 27 quarters.
James Investment Research's Medtronic position peaked at $14.3M in Q4 2019.
1,991 funds tracked by Wall St. Rank held Medtronic as of Q1 2023.

Based on James Investment Research's 13F filing for Q1 2023, filed 26 Apr 2023.