OBGC
MDT icon

O'Brien Greene & Co’s Medtronic MDT Stock Holding History

O'Brien Greene & Co’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
-51,617
Closed -$4.04M – 130
2023
Q3 		$4.04M Sell
51,617
-506
-1% -$42.4K 1.48% 29
2023
Q2 		$4.59M Sell
52,123
-1,843
-3% -$159K 1.6% 28
2023
Q1 		$4.35M Buy
53,966
+678
+1% +$55.3K 1.63% 25
2022
Q4 		$4.14M Sell
53,288
-128,811
-71% -$10.4M 1.57% 25
2022
Q3 		$14.7M Buy
182,099
+125,330
+221% +$11.3M 1.95% 21
2022
Q2 		$5.09M Buy
56,769
+2,504
+5% +$254K 1.92% 22
2022
Q1 		$6.02M Buy
54,265
+2,153
+4% +$227K 1.99% 19
2021
Q4 		$5.39M Buy
52,112
+9,317
+22% +$1.08M 1.77% 28
2021
Q3 		$5.36M Buy
42,795
+33,545
+363% +$4.34M 1.96% 23
2021
Q2 		$1.15M Hold
9,250
– – 0.41% 55
2021
Q1 		$1.09M Hold
9,250
– – 0.43% 50
2020
Q4 		$1.08M Hold
9,250
– – 0.45% 51
2020
Q3 		$961K Sell
9,250
-325
-3% -$32.6K 0.46% 49
2020
Q2 		$878K Hold
9,575
– – 0.46% 51
2020
Q1 		$863K Sell
9,575
-1,120
-10% -$119K 0.57% 45
2019
Q4 		$1.21M Sell
10,695
-705
-6% -$77.4K 0.62% 43
2019
Q3 		$1.24M Sell
11,400
-50
-0.4% -$5.22K 0.66% 43
2019
Q2 		$1.11M Sell
11,450
-285
-2% -$26K 0.58% 44
2019
Q1 		$1.07M Sell
11,735
-200
-2% -$17.9K 0.54% 46
2018
Q4 		$1.08M Buy
+11,935
New +$1.12M 0.65% 46

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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