MinichMacGregor Wealth Management’s Medtronic MDT Stock Holding History

MinichMacGregor Wealth 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	-45	Closed	-$3.5K	–	408
2022 Q4	$3.5K	Buy	+45	New	+$3.65K	﹤0.01%	516
2018 Q4	–	Sell	-75	Closed	-$7K	–	331
2018 Q3	$7K	Sell	75 -19	-20%	-$1.76K	﹤0.01%	355
2018 Q2	$8K	Sell	94 -38	-29%	-$3.17K	0.01%	337
2018 Q1	$10K	Sell	132 -78	-37%	-$6.43K	0.01%	307
2017 Q4	$17K	Hold	210	–	–	0.01%	221
2017 Q3	$16K	Hold	210	–	–	0.01%	221
2017 Q2	$18K	Hold	210	–	–	0.02%	206
2017 Q1	$16K	Hold	210	–	–	0.01%	207
2016 Q4	$15K	Sell	210 -19	-8%	-$1.49K	0.01%	204
2016 Q3	$19K	Hold	229	–	–	0.02%	189
2016 Q2	$19K	Buy	229 +19	+9%	+$1.54K	0.02%	181
2016 Q1	$15K	Buy	210 +19	+10%	+$1.43K	0.01%	203
2015 Q4	$14K	Buy	+191	New	+$14.4K	0.01%	197

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MinichMacGregor Wealth Management's MDT Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Medtronic (MDT) in Q1 2023, closing a stake of 45 shares — an estimated $3.5K sold.

MinichMacGregor Wealth Management first reported a position in MDT in Q4 2015 and held it in 13 quarters. The position peaked at $19K in Q3 2016. 1,990 funds tracked by Wall St. Rank hold MDT as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Medtronic position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 45 Medtronic shares in Q1 2023, an estimated $3.5K.
MinichMacGregor Wealth Management first reported a position in Medtronic in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Medtronic position peaked at $19K in Q3 2016.
1,990 funds tracked by Wall St. Rank held Medtronic as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.