KB Financial Partners’s Medtronic MDT Stock Holding History

KB Financial 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
2023 Q3	$7K	Sell	92 -50	-35%	-$4.19K	﹤0.01%	408
2023 Q2	$13K	Sell	142 -7,804	-98%	-$672K	﹤0.01%	381
2023 Q1	$641K	Buy	7,946 +1,027	+15%	+$83.7K	0.19%	64
2022 Q4	$538K	Sell	6,919 -508	-7%	-$41.2K	0.18%	75
2022 Q3	$600K	Buy	7,427 +1,130	+18%	+$102K	0.21%	58
2022 Q2	$565K	Buy	6,297 +1,365	+28%	+$138K	0.2%	56
2022 Q1	$547K	Buy	4,932 +417	+9%	+$44.1K	0.15%	67
2021 Q4	$467K	Buy	4,515 +885	+24%	+$102K	0.13%	83
2021 Q3	$455K	Buy	3,630 +315	+10%	+$40.8K	0.17%	72
2021 Q2	$411K	Buy	3,315 +9	+0.3%	+$1.13K	0.16%	72
2021 Q1	$391K	Buy	+3,306	New	+$387K	0.17%	56

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KB Financial Partners's MDT Position: Q3 2023 in Review

KB Financial Partners reduced its Medtronic (MDT) stake by 35% in Q3 2023, selling an estimated $4.19K and leaving 92 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

KB Financial Partners first reported a position in MDT in Q1 2021 and has held it in 11 quarters since. The position peaked at $641K in Q1 2023. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

KB Financial Partners held 92 shares of Medtronic worth $7K as of Q3 2023.
KB Financial Partners sold 50 Medtronic shares in Q3 2023, an estimated $4.19K.
Medtronic made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #408 holding.
KB Financial Partners first reported a position in Medtronic in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Medtronic position peaked at $641K in Q1 2023.
1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.