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Keystone Wealth Services’s Medtronic MDT Stock Holding History

Keystone Wealth Services’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
-2,505
Closed -$202K – 191
2022
Q3 		$202K Hold
2,505
– – 0.1% 159
2022
Q2 		$225K Hold
2,505
– – 0.1% 151
2022
Q1 		$278K Sell
2,505
-8
-0.3% -$845 0.11% 143
2021
Q4 		$260K Buy
+2,513
New +$291K 0.11% 146

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

Keystone Wealth Services's MDT Position: Q4 2022 in Review

Keystone Wealth Services sold out of Medtronic (MDT) in Q4 2022, closing a stake of 2,505 shares — an estimated $202K sold.

Keystone Wealth Services first reported a position in MDT in Q4 2021 and held it in 4 quarters. The position peaked at $278K in Q1 2022. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

  • Keystone Wealth Services reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
  • Keystone Wealth Services sold 2,505 Medtronic shares in Q4 2022, an estimated $202K.
  • Keystone Wealth Services first reported a position in Medtronic in Q4 2021 and held it in 4 quarters.
  • Keystone Wealth Services's Medtronic position peaked at $278K in Q1 2022.
  • 1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Keystone Wealth Services's 13F filing for Q4 2022, filed 10 Feb 2023.