Macroview Investment Management’s Medtronic MDT Stock Holding History

Macroview Investment Management’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	-9	Closed	-$706	–	759
2023 Q3	$706	Buy	+9	New	+$753	﹤0.01%	698
2018 Q4	–	Sell	-36	Closed	-$4K	–	356
2018 Q3	$4K	Buy	+36	New	+$3.33K	0.01%	187
2017 Q3	–	Sell	-150	Closed	-$13K	–	178
2017 Q2	$13K	Buy	+150	New	+$12.6K	0.07%	83
2015 Q1	–	Sell	-11	Closed	-$1K	–	195
2014 Q4	$1K	Sell	11 -34	-76%	-$2.36K	﹤0.01%	168
2014 Q3	$3K	Sell	45 -59	-57%	-$3.75K	﹤0.01%	126
2014 Q2	$7K	Hold	104	–	–	0.01%	96
2014 Q1	$6K	Buy	104 +70	+206%	+$4.08K	0.01%	142
2013 Q4	$2K	Hold	34	–	–	﹤0.01%	174
2013 Q3	$2K	Hold	34	–	–	﹤0.01%	180
2013 Q2	$2K	Buy	+34	New	+$1.68K	﹤0.01%	148

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Macroview Investment Management's MDT Position: Q4 2023 in Review

Macroview Investment Management sold out of Medtronic (MDT) in Q4 2023, closing a stake of 9 shares — an estimated $706 sold.

Macroview Investment Management first reported a position in MDT in Q2 2013 and held it in 10 quarters. The position peaked at $13K in Q2 2017. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Macroview Investment Management reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
Macroview Investment Management sold 9 Medtronic shares in Q4 2023, an estimated $706.
Macroview Investment Management first reported a position in Medtronic in Q2 2013 and held it in 10 quarters.
Macroview Investment Management's Medtronic position peaked at $13K in Q2 2017.
2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.