Mayfair Advisory Group’s Medtronic MDT Stock Holding History

Mayfair Advisory 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
2023 Q3	–	Sell	-2,701	Closed	-$232K	–	127
2023 Q2	$232K	Buy	2,701 +65	+2%	+$5.6K	0.23%	102
2023 Q1	$213K	Buy	+2,636	New	+$215K	0.23%	106

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

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mayfair Advisory Group's MDT Position: Q3 2023 in Review

Mayfair Advisory Group sold out of Medtronic (MDT) in Q3 2023, closing a stake of 2,701 shares — an estimated $232K sold.

Mayfair Advisory Group first reported a position in MDT in Q1 2023 and held it in 2 quarters. The position peaked at $232K in Q2 2023. 1,971 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

Mayfair Advisory Group reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
Mayfair Advisory Group sold 2,701 Medtronic shares in Q3 2023, an estimated $232K.
Mayfair Advisory Group first reported a position in Medtronic in Q1 2023 and held it in 2 quarters.
Mayfair Advisory Group's Medtronic position peaked at $232K in Q2 2023.
1,971 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Mayfair Advisory Group's 13F filing for Q3 2023, filed 24 Oct 2023.