PWM
MDT icon

Palumbo Wealth Management’s Medtronic MDT Stock Holding History

Palumbo 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
-3,094
Closed -$242K – 129
2023
Q3 		$242K Buy
+3,094
New +$259K 0.13% 104
2021
Q4 		– Sell
-1,646
Closed -$206K – 99
2021
Q3 		$206K Sell
1,646
-217
-12% -$28.1K 0.14% 90
2021
Q2 		$231K Sell
1,863
-180
-9% -$22.6K 0.16% 91
2021
Q1 		$241K Sell
2,043
-34
-2% -$3.98K 0.18% 90
2020
Q4 		$243K Buy
+2,077
New +$229K 0.2% 81

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

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

Palumbo Wealth Management sold out of Medtronic (MDT) in Q4 2023, closing a stake of 3,094 shares — an estimated $242K sold.

Palumbo Wealth Management first reported a position in MDT in Q4 2020 and held it in 5 quarters. The position peaked at $243K in Q4 2020. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • Palumbo Wealth Management reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
  • Palumbo Wealth Management sold 3,094 Medtronic shares in Q4 2023, an estimated $242K.
  • Palumbo Wealth Management first reported a position in Medtronic in Q4 2020 and held it in 5 quarters.
  • Palumbo Wealth Management's Medtronic position peaked at $243K in Q4 2020.
  • 2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Palumbo Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.