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Mitchell & Pahl Private Wealth’s Medtronic MDT Stock Holding History

Mitchell & Pahl Private 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
Q2 		– Sell
-2,234
Closed -$248K – 165
2022
Q1 		$248K Sell
2,234
-56
-2% -$5.92K 0.16% 151
2021
Q4 		$237K Sell
2,290
-408
-15% -$47.2K 0.15% 152
2021
Q3 		$338K Sell
2,698
-26
-1% -$3.37K 0.24% 122
2021
Q2 		$338K Sell
2,724
-20
-0.7% -$2.51K 0.24% 123
2021
Q1 		$324K Sell
2,744
-4
-0.1% -$469 0.25% 117
2020
Q4 		$322K Buy
+2,748
New +$303K 0.27% 111

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
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mitchell & Pahl Private Wealth's MDT Position: Q2 2022 in Review

Mitchell & Pahl Private Wealth sold out of Medtronic (MDT) in Q2 2022, closing a stake of 2,234 shares — an estimated $248K sold.

Mitchell & Pahl Private Wealth first reported a position in MDT in Q4 2020 and held it in 6 quarters. The position peaked at $338K in Q3 2021. 2,022 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

  • Mitchell & Pahl Private Wealth reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
  • Mitchell & Pahl Private Wealth sold 2,234 Medtronic shares in Q2 2022, an estimated $248K.
  • Mitchell & Pahl Private Wealth first reported a position in Medtronic in Q4 2020 and held it in 6 quarters.
  • Mitchell & Pahl Private Wealth's Medtronic position peaked at $338K in Q3 2021.
  • 2,022 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2022, filed 25 Jul 2022.