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McElhenny Sheffield Capital Management’s Medtronic MDT Stock Holding History

McElhenny Sheffield 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
Q1 		– Sell
-644
Closed -$50.1K – 396
2022
Q4 		$50.1K Buy
+644
New +$52.2K 0.02% 182

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McElhenny Sheffield Capital Management's MDT Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Medtronic (MDT) in Q1 2023, closing a stake of 644 shares — an estimated $50.1K sold.

McElhenny Sheffield Capital Management first reported a position in MDT in Q4 2022 and held it in 1 quarter. The position peaked at $50.1K in Q4 2022. 1,990 funds tracked by Wall St. Rank hold MDT as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Medtronic position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 644 Medtronic shares in Q1 2023, an estimated $50.1K.
  • McElhenny Sheffield Capital Management first reported a position in Medtronic in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Medtronic position peaked at $50.1K in Q4 2022.
  • 1,990 funds tracked by Wall St. Rank held Medtronic as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.