JP Morgan Private Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $62.6M | Buy |
+799,408
| New | +$66.9M | 0.18% | 130 |
|
|
2023
Q2 | – | Sell |
-1,376,837
| Closed | -$111M | – | 1731 |
|
|
2023
Q1 | $111M | Buy |
1,376,837
+116,081
| +9% | +$9.46M | 0.24% | 98 |
|
|
2022
Q4 | $98M | Sell |
1,260,756
-157,643
| -11% | -$12.8M | 0.22% | 110 |
|
|
2022
Q3 | $115M | Sell |
1,418,399
-90,367
| -6% | -$8.12M | 0.3% | 83 |
|
|
2022
Q2 | $135M | Buy |
1,508,766
+74,336
| +5% | +$7.53M | 0.35% | 76 |
|
|
2022
Q1 | $159M | Buy |
1,434,430
+112,286
| +8% | +$11.9M | 0.34% | 73 |
|
|
2021
Q4 | $137M | Buy |
1,322,144
+111,115
| +9% | +$12.9M | 0.29% | 81 |
|
|
2021
Q3 | $152M | Buy |
1,211,029
+55,248
| +5% | +$7.15M | 0.37% | 64 |
|
|
2021
Q2 | $143M | Buy |
1,155,781
+61,573
| +6% | +$7.73M | 0.37% | 63 |
|
|
2021
Q1 | $129M | Sell |
1,094,208
-32,202
| -3% | -$3.77M | 0.42% | 59 |
|
|
2020
Q4 | $132M | Buy |
1,126,410
+12,578
| +1% | +$1.38M | 0.43% | 58 |
|
|
2020
Q3 | $116M | Buy |
1,113,832
+59,195
| +6% | +$5.94M | 0.45% | 59 |
|
|
2020
Q2 | $96.7M | Buy |
1,054,637
+69,507
| +7% | +$6.67M | 0.44% | 61 |
|
|
2020
Q1 | $88.8M | Buy |
985,130
+197,180
| +25% | +$21M | 0.5% | 48 |
|
|
2019
Q4 | $89.4M | Buy |
787,950
+20,520
| +3% | +$2.25M | 0.41% | 65 |
|
|
2019
Q3 | $83.4M | Buy |
767,430
+55,274
| +8% | +$5.77M | 0.43% | 59 |
|
|
2019
Q2 | $69.4M | Buy |
712,156
+2,665
| +0.4% | +$243K | 0.38% | 66 |
|
|
2019
Q1 | $64.6M | Buy |
709,491
+23,258
| +3% | +$2.08M | 0.34% | 73 |
|
|
2018
Q4 | $62.4M | Buy |
686,233
+20,861
| +3% | +$1.95M | 0.38% | 66 |
|
|
2018
Q3 | $65.5M | Sell |
665,372
-10,465
| -2% | -$968K | 0.32% | 77 |
|
|
2018
Q2 | $57.9M | Buy |
675,837
+42,108
| +7% | +$3.52M | 0.32% | 75 |
|
|
2018
Q1 | $50.8M | Buy |
633,729
+12,847
| +2% | +$1.06M | 0.34% | 68 |
|
|
2017
Q4 | $50.1M | Buy |
620,882
+6,138
| +1% | +$492K | 0.33% | 82 |
|
|
2017
Q3 | $47.8M | Buy |
614,744
+13,332
| +2% | +$1.11M | 0.34% | 77 |
|
|
2017
Q2 | $53.4M | Sell |
601,412
-12,429
| -2% | -$1.05M | 0.41% | 66 |
|
|
2017
Q1 | $49.5M | Sell |
613,841
-29,516
| -5% | -$2.31M | 0.38% | 70 |
|
|
2016
Q4 | $45.8M | Sell |
643,357
-79,903
| -11% | -$6.28M | 0.4% | 70 |
|
|
2016
Q3 | $62.5M | Buy |
723,260
+15,507
| +2% | +$1.35M | 0.58% | 49 |
|
|
2016
Q2 | $61.4M | Buy |
707,753
+169,115
| +31% | +$13.7M | 0.6% | 46 |
|
|
2016
Q1 | $40.4M | Buy |
538,638
+32,837
| +6% | +$2.47M | 0.39% | 68 |
|
|
2015
Q4 | $38.9M | Buy |
505,801
+42,612
| +9% | +$3.21M | 0.4% | 74 |
|
|
2015
Q3 | $31M | Sell |
463,189
-28,499
| -6% | -$2.1M | 0.39% | 76 |
|
|
2015
Q2 | $36.4M | Buy |
491,688
+22,140
| +5% | +$1.69M | 0.42% | 70 |
|
|
2015
Q1 | $36.6M | Buy |
469,548
+100,984
| +27% | +$7.65M | 0.42% | 69 |
|
|
2014
Q4 | $26.6M | Buy |
368,564
+34,828
| +10% | +$2.42M | 0.32% | 85 |
|
|
2014
Q3 | $20.7M | Buy |
333,736
+62,426
| +23% | +$3.97M | 0.27% | 101 |
|
|
2014
Q2 | $17.3M | Buy |
271,310
+14,186
| +6% | +$862K | 0.29% | 97 |
|
|
2014
Q1 | $15.8M | Buy |
257,124
+25,994
| +11% | +$1.51M | 0.29% | 99 |
|
|
2013
Q4 | $13.3M | Buy |
231,130
+16,632
| +8% | +$943K | 0.27% | 103 |
|
|
2013
Q3 | $11.4M | Buy |
214,498
+3,198
| +2% | +$172K | 0.26% | 110 |
|
|
2013
Q2 | $10.9M | Buy |
+211,300
| New | +$10.4M | 0.27% | 107 |
|
Other funds holding MDT
JP Morgan Private Wealth Advisors's MDT Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Medtronic (MDT) in Q3 2023: 799,408 shares worth $62.6M. The stake represents 0.18% of the portfolio and ranks #130 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in MDT as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in MDT in Q2 2013 and has held it in 41 quarters since. The position peaked at $159M in Q1 2022. 1,972 funds tracked by Wall St. Rank hold MDT as of Q3 2023.
- JP Morgan Private Wealth Advisors held 799,408 shares of Medtronic worth $62.6M as of Q3 2023.
- Medtronic was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Medtronic made up 0.18% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #130 holding.
- JP Morgan Private Wealth Advisors first reported a position in Medtronic in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Medtronic position peaked at $159M in Q1 2022.
- 1,972 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.