Paragon Financial Partners’s Medtronic MDT Stock Holding History

Paragon Financial Partners’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	-5,210	Closed	-$408K	–	82
2023 Q3	$408K	Hold	5,210	–	–	0.42%	43
2023 Q2	$459K	Hold	5,210	–	–	0.43%	43
2023 Q1	$420K	Buy	5,210 +180	+4%	+$14.7K	0.44%	45
2022 Q4	$391K	Hold	5,030	–	–	0.43%	46
2022 Q3	$406K	Hold	5,030	–	–	0.46%	37
2022 Q2	$451K	Hold	5,030	–	–	0.46%	41
2022 Q1	$558K	Hold	5,030	–	–	0.49%	38
2021 Q4	$520K	Buy	+5,030	New	+$582K	0.43%	48

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Paragon Financial Partners's MDT Position: Q4 2023 in Review

Paragon Financial Partners sold out of Medtronic (MDT) in Q4 2023, closing a stake of 5,210 shares — an estimated $408K sold.

Paragon Financial Partners first reported a position in MDT in Q4 2021 and held it in 8 quarters. The position peaked at $558K in Q1 2022. 2,078 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Paragon Financial Partners reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
Paragon Financial Partners sold 5,210 Medtronic shares in Q4 2023, an estimated $408K.
Paragon Financial Partners first reported a position in Medtronic in Q4 2021 and held it in 8 quarters.
Paragon Financial Partners's Medtronic position peaked at $558K in Q1 2022.
2,078 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Paragon Financial Partners's 13F filing for Q4 2023, filed 29 Jan 2024.