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O'Rourke & Company’s Medtronic MDT Stock Holding History

O'Rourke & Company’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
-2,505
Closed -$202K – 136
2022
Q3 		$202K Sell
2,505
-206
-8% -$18.5K 0.18% 115
2022
Q2 		$243K Sell
2,711
-68
-2% -$6.89K 0.21% 101
2022
Q1 		$308K Buy
2,779
+68
+3% +$7.18K 0.21% 96
2021
Q4 		$280K Buy
+2,711
New +$314K 0.19% 103

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 $3.37T AUM 44.26% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

O'Rourke & Company's MDT Position: Q4 2022 in Review

O'Rourke & Company sold out of Medtronic (MDT) in Q4 2022, closing a stake of 2,505 shares — an estimated $202K sold.

O'Rourke & Company first reported a position in MDT in Q4 2021 and held it in 4 quarters. The position peaked at $308K in Q1 2022. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

  • O'Rourke & Company reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
  • O'Rourke & Company sold 2,505 Medtronic shares in Q4 2022, an estimated $202K.
  • O'Rourke & Company first reported a position in Medtronic in Q4 2021 and held it in 4 quarters.
  • O'Rourke & Company's Medtronic position peaked at $308K in Q1 2022.
  • 1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on O'Rourke & Company's 13F filing for Q4 2022, filed 13 Feb 2023.