PCA
MDT icon

Personal Capital Advisors’s Medtronic MDT Stock Holding History

Personal Capital Advisors’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
-2,511
Closed -$203K – 496
2022
Q3 		$203K Buy
+2,511
New +$226K ﹤0.01% 435
2022
Q1 		– Sell
-2,678
Closed -$274K – 522
2021
Q4 		$274K Buy
+2,678
New +$310K ﹤0.01% 457
2021
Q1 		– Sell
-1,735
Closed -$203K – 486
2020
Q4 		$203K Buy
+1,735
New +$191K ﹤0.01% 441
2020
Q1 		– Sell
-1,879
Closed -$213K – 382
2019
Q4 		$213K Sell
1,879
-439
-19% -$48.2K ﹤0.01% 382
2019
Q3 		$251K Buy
2,318
+109
+5% +$11.4K ﹤0.01% 316
2019
Q2 		$215K Sell
2,209
-61
-3% -$5.57K ﹤0.01% 307
2019
Q1 		$207K Buy
+2,270
New +$203K ﹤0.01% 314
2018
Q4 		– Sell
-2,243
Closed -$221K – 319
2018
Q3 		$221K Buy
+2,243
New +$207K ﹤0.01% 282
2018
Q1 		– Sell
-2,546
Closed -$206K – 272
2017
Q4 		$206K Buy
+2,546
New +$204K ﹤0.01% 246
2015
Q1 		– Sell
-3,242
Closed -$234K – 143
2014
Q4 		$234K Sell
3,242
-97,771
-97% -$6.79M 0.02% 134
2014
Q3 		$6.26M Buy
101,013
+19,538
+24% +$1.24M 0.81% 36
2014
Q2 		$5.2M Buy
81,475
+18,578
+30% +$1.13M 0.86% 29
2014
Q1 		$3.87M Buy
62,897
+16,415
+35% +$956K 0.87% 31
2013
Q4 		$2.67M Buy
+46,482
New +$2.64M 0.85% 47

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

Personal Capital Advisors's MDT Position: Q4 2022 in Review

Personal Capital Advisors sold out of Medtronic (MDT) in Q4 2022, closing a stake of 2,511 shares — an estimated $203K sold.

Personal Capital Advisors first reported a position in MDT in Q4 2013 and held it in 14 quarters. The position peaked at $6.26M in Q3 2014. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

  • Personal Capital Advisors reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 2,511 Medtronic shares in Q4 2022, an estimated $203K.
  • Personal Capital Advisors first reported a position in Medtronic in Q4 2013 and held it in 14 quarters.
  • Personal Capital Advisors's Medtronic position peaked at $6.26M in Q3 2014.
  • 1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.