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Kenfarb & Co’s Medtronic MDT Stock Holding History

Kenfarb & Co’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 		$22K Hold
281
– – 0.02% 157
2023
Q2 		$24.8K Hold
281
– – 0.02% 154
2023
Q1 		$22.7K Hold
281
– – 0.02% 153
2022
Q4 		$21.8K Hold
281
– – 0.02% 160
2022
Q3 		$23K Hold
281
– – 0.02% 156
2022
Q2 		$31K Hold
281
– – 0.02% 139
2022
Q1 		$31K Hold
281
– – 0.02% 139
2021
Q4 		$29K Buy
+281
New +$32.5K 0.02% 141

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kenfarb & Co's MDT Position: Q3 2023 in Review

Kenfarb & Co held its Medtronic (MDT) position steady in Q3 2023 at 281 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #157.

Kenfarb & Co first reported a position in MDT in Q4 2021 and has held it in 8 quarters since. The position peaked at $31K in Q2 2022. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Kenfarb & Co held 281 shares of Medtronic worth $22K as of Q3 2023.
  • Kenfarb & Co left its Medtronic share count unchanged in Q3 2023.
  • Medtronic made up 0.02% of Kenfarb & Co's portfolio in Q3 2023, its #157 holding.
  • Kenfarb & Co first reported a position in Medtronic in Q4 2021 and has held it in 8 quarters since.
  • Kenfarb & Co's Medtronic position peaked at $31K in Q2 2022.
  • 1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.