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Northwest Wealth Management’s Medtronic MDT Stock Holding History

Northwest 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
Q4 		– Sell
-2,727
Closed -$214K – 164
2023
Q3 		$214K Sell
2,727
-2
-0.1% -$167 0.08% 137
2023
Q2 		$240K Sell
2,729
-16
-0.6% -$1.38K 0.09% 130
2023
Q1 		$221K Buy
+2,745
New +$224K 0.08% 139

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

Northwest Wealth Management's MDT Position: Q4 2023 in Review

Northwest Wealth Management sold out of Medtronic (MDT) in Q4 2023, closing a stake of 2,727 shares — an estimated $214K sold.

Northwest Wealth Management first reported a position in MDT in Q1 2023 and held it in 3 quarters. The position peaked at $240K in Q2 2023. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • Northwest Wealth Management reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
  • Northwest Wealth Management sold 2,727 Medtronic shares in Q4 2023, an estimated $214K.
  • Northwest Wealth Management first reported a position in Medtronic in Q1 2023 and held it in 3 quarters.
  • Northwest Wealth Management's Medtronic position peaked at $240K in Q2 2023.
  • 2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Northwest Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.