Oak Family Advisors’s Medtronic MDT Stock Holding History

Oak Family Advisors’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 Q3	–	Sell	-82,709	Closed	-$7.29M	–	115
2023 Q2	$7.29M	Buy	82,709 +2,590	+3%	+$223K	3.45%	5
2023 Q1	$6.46M	Buy	80,119 +21,831	+37%	+$1.78M	3.18%	5
2022 Q4	$4.53M	Buy	+58,288	New	+$4.72M	2.42%	13

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Oak Family Advisors's MDT Position: Q3 2023 in Review

Oak Family Advisors sold out of Medtronic (MDT) in Q3 2023, closing a stake of 82,709 shares — an estimated $7.29M sold.

Oak Family Advisors first reported a position in MDT in Q4 2022 and held it in 3 quarters. The position peaked at $7.29M in Q2 2023. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

Oak Family Advisors reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
Oak Family Advisors sold 82,709 Medtronic shares in Q3 2023, an estimated $7.29M.
Oak Family Advisors first reported a position in Medtronic in Q4 2022 and held it in 3 quarters.
Oak Family Advisors's Medtronic position peaked at $7.29M in Q2 2023.
1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Oak Family Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.