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KLR Investment Advisors’s Medtronic MDT Stock Holding History

KLR Investment Advisors’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
Q4 		– Sell
-2,680
Closed -$218K – 194
2023
Q3 		$218K Sell
2,680
-1,886
-41% -$158K 0.2% 161
2023
Q2 		$405K Buy
4,566
+1,749
+62% +$151K 0.33% 95
2023
Q1 		$229K Sell
2,817
-2
-0.1% -$163 0.2% 160
2022
Q4 		$221K Buy
+2,819
New +$228K 0.18% 159

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KLR Investment Advisors's MDT Position: Q4 2023 in Review

KLR Investment Advisors sold out of Medtronic (MDT) in Q4 2023, closing a stake of 2,680 shares — an estimated $218K sold.

KLR Investment Advisors first reported a position in MDT in Q4 2022 and held it in 4 quarters. The position peaked at $405K in Q2 2023. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • KLR Investment Advisors reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
  • KLR Investment Advisors sold 2,680 Medtronic shares in Q4 2023, an estimated $218K.
  • KLR Investment Advisors first reported a position in Medtronic in Q4 2022 and held it in 4 quarters.
  • KLR Investment Advisors's Medtronic position peaked at $405K in Q2 2023.
  • 2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on KLR Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.