Mason Investment Advisory Services’s Medtronic MDT Stock Holding History

Mason Investment Advisory 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	-3,768	Closed	-$304K	–	93
2022 Q3	$304K	Buy	3,768 +250	+7%	+$22.5K	0.03%	64
2022 Q2	$316K	Sell	3,518 -11,440	-76%	-$1.16M	0.03%	57
2022 Q1	$1.66M	Buy	14,958 +2,538	+20%	+$268K	0.14%	28
2021 Q4	$1.28M	Hold	12,420	–	–	0.11%	39
2021 Q3	$1.56M	Hold	12,420	–	–	0.16%	29
2021 Q2	$1.54M	Sell	12,420 -1,514	-11%	-$190K	0.16%	30
2021 Q1	$1.65M	Buy	13,934 +100	+0.7%	+$11.7K	0.17%	19
2020 Q4	$1.62M	Buy	13,834 +162	+1%	+$17.8K	0.19%	16
2020 Q3	$1.42M	Hold	13,672	–	–	0.2%	18
2020 Q2	$1.25M	Hold	13,672	–	–	0.19%	23
2020 Q1	$1.23M	Hold	13,672	–	–	0.21%	23
2019 Q4	$1.55M	Hold	13,672	–	–	0.23%	22
2019 Q3	$1.49M	Hold	13,672	–	–	0.24%	22
2019 Q2	$1.33M	Buy	13,672 +1,449	+12%	+$132K	0.22%	27
2019 Q1	$1.11M	Buy	+12,223	New	+$1.09M	0.31%	29

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mason Investment Advisory Services's MDT Position: Q4 2022 in Review

Mason Investment Advisory Services sold out of Medtronic (MDT) in Q4 2022, closing a stake of 3,768 shares — an estimated $304K sold.

Mason Investment Advisory Services first reported a position in MDT in Q1 2019 and held it in 15 quarters. The position peaked at $1.66M in Q1 2022. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

Mason Investment Advisory Services reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
Mason Investment Advisory Services sold 3,768 Medtronic shares in Q4 2022, an estimated $304K.
Mason Investment Advisory Services first reported a position in Medtronic in Q1 2019 and held it in 15 quarters.
Mason Investment Advisory Services's Medtronic position peaked at $1.66M in Q1 2022.
1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Mason Investment Advisory Services's 13F filing for Q4 2022, filed 7 Aug 2024.