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Perfromance Wealth Partners’s Medtronic MDT Stock Holding History

Perfromance Wealth 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
Q3 		– Sell
-3,253
Closed -$283K – 177
2023
Q2 		$283K Buy
+3,253
New +$280K 0.01% 147
2022
Q4 		– Sell
-2,829
Closed -$228K – 169
2022
Q3 		$228K Sell
2,829
-380
-12% -$34.1K 0.01% 142
2022
Q2 		$288K Buy
3,209
+294
+10% +$29.8K 0.02% 129
2022
Q1 		$323K Sell
2,915
-2,341
-45% -$247K 0.01% 131
2021
Q4 		$544K Buy
+5,256
New +$609K 0.02% 114

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Perfromance Wealth Partners's MDT Position: Q3 2023 in Review

Perfromance Wealth Partners sold out of Medtronic (MDT) in Q3 2023, closing a stake of 3,253 shares — an estimated $283K sold.

Perfromance Wealth Partners first reported a position in MDT in Q4 2021 and held it in 5 quarters. The position peaked at $544K in Q4 2021. 1,971 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Perfromance Wealth Partners reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • Perfromance Wealth Partners sold 3,253 Medtronic shares in Q3 2023, an estimated $283K.
  • Perfromance Wealth Partners first reported a position in Medtronic in Q4 2021 and held it in 5 quarters.
  • Perfromance Wealth Partners's Medtronic position peaked at $544K in Q4 2021.
  • 1,971 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Perfromance Wealth Partners's 13F filing for Q3 2023, filed 30 Oct 2023.