Nicola Wealth Management’s Medtronic MDT Stock Holding History

Nicola 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
2022 Q4	–	Sell	-154,136	Closed	-$12.4M	–	124
2022 Q3	$12.4M	Buy	154,136 +12,500	+9%	+$1.12M	1.37%	27
2022 Q2	$12.7M	Buy	141,636 +17,000	+14%	+$1.72M	1.21%	28
2022 Q1	$13.8M	Buy	124,636 +3,000	+2%	+$317K	1.22%	31
2021 Q4	$12.6M	Buy	121,636 +54,000	+80%	+$6.25M	1.18%	31
2021 Q3	$8.48M	Sell	67,636 -9,000	-12%	-$1.16M	0.87%	46
2021 Q2	$9.51M	Sell	76,636 -4,500	-6%	-$565K	0.98%	45
2021 Q1	$9.59M	Sell	81,136 -4,000	-5%	-$469K	1.07%	42
2020 Q4	$9.97M	Buy	85,136 +20,000	+31%	+$2.2M	1.24%	30
2020 Q3	$6.77M	Sell	65,136 -5,500	-8%	-$552K	0.96%	47
2020 Q2	$6.48M	Buy	70,636 +5,000	+8%	+$479K	0.9%	48
2020 Q1	$5.92M	Sell	65,636 -12,000	-15%	-$1.28M	0.89%	43
2019 Q4	$8.81M	Hold	77,636	–	–	1.33%	23
2019 Q3	$8.43M	Sell	77,636 -5,000	-6%	-$522K	1.32%	31
2019 Q2	$8.05M	Buy	82,636 +4,000	+5%	+$365K	1.33%	30
2019 Q1	$7.16M	Buy	78,636 +13,000	+20%	+$1.16M	1.07%	37
2018 Q4	$5.97M	Hold	65,636	–	–	0.98%	43
2018 Q3	$6.46M	Buy	65,636 +6,000	+10%	+$555K	1.11%	33
2018 Q2	$5.11M	Hold	59,636	–	–	0.99%	38
2018 Q1	$4.78M	Buy	+59,636	New	+$4.92M	0.96%	39

Other funds holding MDT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nicola Wealth Management's MDT Position: Q4 2022 in Review

Nicola Wealth Management sold out of Medtronic (MDT) in Q4 2022, closing a stake of 154,136 shares — an estimated $12.4M sold.

Nicola Wealth Management first reported a position in MDT in Q1 2018 and held it in 19 quarters. The position peaked at $13.8M in Q1 2022. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

Nicola Wealth Management reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
Nicola Wealth Management sold 154,136 Medtronic shares in Q4 2022, an estimated $12.4M.
Nicola Wealth Management first reported a position in Medtronic in Q1 2018 and held it in 19 quarters.
Nicola Wealth Management's Medtronic position peaked at $13.8M in Q1 2022.
1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Nicola Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.