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Milestone Wealth’s Medtronic MDT Stock Holding History

Milestone Wealth’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
2022
Q3 		$38K Hold
468
– – 0.04% 122
2022
Q2 		$42K Hold
468
– – 0.04% 120
2022
Q1 		$48K Hold
468
– – 0.04% 140
2021
Q4 		$48K Buy
+468
New +$54.2K 0.04% 140

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Milestone Wealth's MDT Position: Q3 2022 in Review

Milestone Wealth held its Medtronic (MDT) position steady in Q3 2022 at 468 shares worth $38K. The position accounts for 0.04% of the portfolio, ranked #122.

Milestone Wealth first reported a position in MDT in Q4 2021 and has held it in 4 quarters since. The position peaked at $48K in Q1 2022. 1,932 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

  • Milestone Wealth held 468 shares of Medtronic worth $38K as of Q3 2022.
  • Milestone Wealth left its Medtronic share count unchanged in Q3 2022.
  • Medtronic made up 0.04% of Milestone Wealth's portfolio in Q3 2022, its #122 holding.
  • Milestone Wealth first reported a position in Medtronic in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Medtronic position peaked at $48K in Q1 2022.
  • 1,932 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.