McClarren Financial Advisors’s Medtronic MDT Stock Holding History

McClarren Financial Advisors’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	-16	Closed	-$1K	–	375
2023 Q2	$1K	Sell	16 -11	-41%	-$947	﹤0.01%	316
2023 Q1	$1K	Hold	27	–	–	﹤0.01%	306
2022 Q4	$2K	Buy	27 +6	+29%	+$486	﹤0.01%	298
2022 Q3	$1K	Buy	+21	New	+$1.89K	﹤0.01%	289
2022 Q2	–	Sell	-20	Closed	-$2K	–	168
2022 Q1	$2K	Sell	20 -2	-9%	-$211	﹤0.01%	254
2021 Q4	$3K	Buy	22 +2	+10%	+$232	﹤0.01%	281
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	259
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	282
2021 Q1	$2K	Hold	20	–	–	﹤0.01%	240
2020 Q4	$2K	Buy	+20	New	+$2.2K	﹤0.01%	203

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

McClarren Financial Advisors's MDT Position: Q3 2023 in Review

McClarren Financial Advisors sold out of Medtronic (MDT) in Q3 2023, closing a stake of 16 shares — an estimated $1K sold.

McClarren Financial Advisors first reported a position in MDT in Q4 2020 and held it in 10 quarters. The position peaked at $3K in Q4 2021. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

McClarren Financial Advisors reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
McClarren Financial Advisors sold 16 Medtronic shares in Q3 2023, an estimated $1K.
McClarren Financial Advisors first reported a position in Medtronic in Q4 2020 and held it in 10 quarters.
McClarren Financial Advisors's Medtronic position peaked at $3K in Q4 2021.
1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on McClarren Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.