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Madison Wealth Management’s Medtronic MDT Stock Holding History

Madison Wealth 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
Q3 		– Sell
-9,256
Closed -$815K – 155
2023
Q2 		$815K Sell
9,256
-105
-1% -$9.04K 0.17% 101
2023
Q1 		$755K Sell
9,361
-398
-4% -$32.4K 0.16% 101
2022
Q4 		$758K Sell
9,759
-871
-8% -$70.6K 0.17% 97
2022
Q3 		$858K Buy
10,630
+370
+4% +$33.3K 0.21% 93
2022
Q2 		$921K Sell
10,260
-292
-3% -$29.6K 0.22% 90
2022
Q1 		$1.17M Buy
10,552
+73
+0.7% +$7.71K 0.25% 82
2021
Q4 		$1.08M Sell
10,479
-452
-4% -$52.3K 0.22% 84
2021
Q3 		$1.37M Buy
10,931
+260
+2% +$33.7K 0.3% 72
2021
Q2 		$1.32M Buy
10,671
+350
+3% +$43.9K 0.29% 75
2021
Q1 		$1.22M Buy
10,321
+505
+5% +$59.2K 0.3% 75
2020
Q4 		$1.15M Buy
9,816
+457
+5% +$50.3K 0.3% 71
2020
Q3 		$973K Buy
9,359
+115
+1% +$11.5K 0.29% 72
2020
Q2 		$848K Buy
9,244
+1,680
+22% +$161K 0.28% 71
2020
Q1 		$682K Sell
7,564
-60
-0.8% -$6.38K 0.27% 70
2019
Q4 		$865K Buy
+7,624
New +$837K 0.25% 76

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

Madison Wealth Management's MDT Position: Q3 2023 in Review

Madison Wealth Management sold out of Medtronic (MDT) in Q3 2023, closing a stake of 9,256 shares — an estimated $815K sold.

Madison Wealth Management first reported a position in MDT in Q4 2019 and held it in 15 quarters. The position peaked at $1.37M in Q3 2021. 1,971 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Madison Wealth Management reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • Madison Wealth Management sold 9,256 Medtronic shares in Q3 2023, an estimated $815K.
  • Madison Wealth Management first reported a position in Medtronic in Q4 2019 and held it in 15 quarters.
  • Madison Wealth Management's Medtronic position peaked at $1.37M in Q3 2021.
  • 1,971 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.