Matrix Private Capital Group’s Medtronic MDT Stock Holding History

Matrix Private Capital Group’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 Q3	–	Sell	-2,668	Closed	-$241K	–	224
2022 Q2	$241K	Sell	2,668 -78	-3%	-$7.9K	0.14%	135
2022 Q1	$306K	Buy	2,746 +39	+1%	+$4.12K	0.15%	124
2021 Q4	$282K	Sell	2,707 -737	-21%	-$85.3K	0.13%	141
2021 Q3	$434K	Buy	3,444 +98	+3%	+$12.7K	0.23%	91
2021 Q2	$417K	Sell	3,346 -13	-0.4%	-$1.63K	0.23%	96
2021 Q1	$399K	Sell	3,359 -123	-4%	-$14.4K	0.24%	95
2020 Q4	$410K	Sell	3,482 -121	-3%	-$13.3K	0.29%	85
2020 Q3	$377K	Sell	3,603 -40	-1%	-$4.02K	0.38%	75
2020 Q2	$336K	Buy	3,643 +22	+0.6%	+$2.11K	0.37%	80
2020 Q1	$328K	Sell	3,621 -133	-4%	-$14.1K	0.47%	66
2019 Q4	$428K	Buy	+3,754	New	+$412K	0.45%	68

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Matrix Private Capital Group's MDT Position: Q3 2022 in Review

Matrix Private Capital Group sold out of Medtronic (MDT) in Q3 2022, closing a stake of 2,668 shares — an estimated $241K sold.

Matrix Private Capital Group first reported a position in MDT in Q4 2019 and held it in 11 quarters. The position peaked at $434K in Q3 2021. 1,932 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

Matrix Private Capital Group reported no remaining Medtronic position as of Q3 2022 after selling out during the quarter.
Matrix Private Capital Group sold 2,668 Medtronic shares in Q3 2022, an estimated $241K.
Matrix Private Capital Group first reported a position in Medtronic in Q4 2019 and held it in 11 quarters.
Matrix Private Capital Group's Medtronic position peaked at $434K in Q3 2021.
1,932 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Matrix Private Capital Group's 13F filing for Q3 2022, filed 14 Nov 2022.