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Milestone Investment Advisors’s Medtronic MDT Stock Holding History

Milestone Investment 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
Q4 		– Sell
-2,337
Closed -$183K – 311
2023
Q3 		$183K Buy
+2,337
New +$196K 0.05% 110
2023
Q2 		– Sell
-2,337
Closed -$188K – 304
2023
Q1 		$188K Buy
+2,337
New +$190K 0.06% 111

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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

Milestone Investment Advisors's MDT Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Medtronic (MDT) in Q4 2023, closing a stake of 2,337 shares — an estimated $183K sold.

Milestone Investment Advisors first reported a position in MDT in Q1 2023 and held it in 2 quarters. The position peaked at $188K in Q1 2023. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 2,337 Medtronic shares in Q4 2023, an estimated $183K.
  • Milestone Investment Advisors first reported a position in Medtronic in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Medtronic position peaked at $188K in Q1 2023.
  • 2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.