Magnolia Capital Management’s Medtronic MDT Stock Holding History

Magnolia Capital 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	-24	Closed	-$2K	–	103
2023 Q3	$2K	Hold	24	–	–	﹤0.01%	122
2023 Q2	$2K	Hold	24	–	–	﹤0.01%	128
2023 Q1	$2K	Hold	24	–	–	﹤0.01%	139
2022 Q4	$2K	Buy	+24	New	+$1.95K	﹤0.01%	137

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

Magnolia Capital Management's MDT Position: Q4 2023 in Review

Magnolia Capital Management sold out of Medtronic (MDT) in Q4 2023, closing a stake of 24 shares — an estimated $2K sold.

Magnolia Capital Management first reported a position in MDT in Q4 2022 and held it in 4 quarters. The position peaked at $2K in Q3 2023. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Magnolia Capital Management reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
Magnolia Capital Management sold 24 Medtronic shares in Q4 2023, an estimated $2K.
Magnolia Capital Management first reported a position in Medtronic in Q4 2022 and held it in 4 quarters.
Magnolia Capital Management's Medtronic position peaked at $2K in Q3 2023.
2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Magnolia Capital Management's 13F filing for Q4 2023, filed 16 Jan 2024.