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Meitav Investment House’s Medtronic MDT Stock Holding History

Meitav Investment House’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
-2,963
Closed -$262K – 453
2023
Q2 		$262K Sell
2,963
-6,432
-68% -$554K ﹤0.01% 329
2023
Q1 		$780K Sell
9,395
-5,634
-37% -$459K 0.01% 254
2022
Q4 		$1.16M Sell
15,029
-464
-3% -$37.6K 0.02% 225
2022
Q3 		$1.27M Buy
15,493
+913
+6% +$82K 0.02% 220
2022
Q2 		$1.31M Sell
14,580
-1,848
-11% -$187K 0.02% 214
2022
Q1 		$1.83M Buy
16,428
+4,128
+34% +$436K 0.03% 222
2021
Q4 		$1.28M Buy
12,300
+4,630
+60% +$536K 0.02% 234
2021
Q3 		$967K Buy
7,670
+650
+9% +$84.1K 0.02% 249
2021
Q2 		$873K Sell
7,020
-2,933
-29% -$368K 0.02% 261
2021
Q1 		$1.18M Buy
9,953
+5,105
+105% +$598K 0.03% 197
2020
Q4 		$564K Buy
4,848
+336
+7% +$37K 0.02% 262
2020
Q3 		$465K Buy
4,512
+2,002
+80% +$201K 0.02% 265
2020
Q2 		$229K Buy
+2,510
New +$241K 0.01% 353
2020
Q1 		– Sell
-2,582
Closed -$293K – 418
2019
Q4 		$293K Sell
2,582
-14,900
-85% -$1.64M 0.02% 338
2019
Q3 		$1.88M Sell
17,482
-5,878
-25% -$613K 0.14% 85
2019
Q2 		$2.28M Buy
23,360
+640
+3% +$58.4K 0.15% 83
2019
Q1 		$2.04M Buy
22,720
+4,000
+21% +$358K 0.11% 109
2018
Q4 		$1.7M Buy
18,720
+8,320
+80% +$777K 0.11% 106
2018
Q3 		$1.02M Buy
+10,400
New +$962K 0.05% 208

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Meitav Investment House's MDT Position: Q3 2023 in Review

Meitav Investment House sold out of Medtronic (MDT) in Q3 2023, closing a stake of 2,963 shares — an estimated $262K sold.

Meitav Investment House first reported a position in MDT in Q3 2018 and held it in 19 quarters. The position peaked at $2.28M in Q2 2019. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Meitav Investment House reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 2,963 Medtronic shares in Q3 2023, an estimated $262K.
  • Meitav Investment House first reported a position in Medtronic in Q3 2018 and held it in 19 quarters.
  • Meitav Investment House's Medtronic position peaked at $2.28M in Q2 2019.
  • 1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.