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Physicians Financial Services’s Medtronic MDT Stock Holding History

Physicians Financial Services’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
Q2 		– Sell
-3,121
Closed -$346K – 118
2022
Q1 		$346K Sell
3,121
-70
-2% -$7.39K 0.13% 98
2021
Q4 		$330K Hold
3,191
– – 0.12% 100
2021
Q3 		$400K Hold
3,191
– – 0.16% 90
2021
Q2 		$396K Sell
3,191
-290
-8% -$36.4K 0.16% 89
2021
Q1 		$411K Buy
3,481
+290
+9% +$34K 0.18% 84
2020
Q4 		$374K Hold
3,191
– – 0.18% 81
2020
Q3 		$332K Sell
3,191
-300
-9% -$30.1K 0.17% 85
2020
Q2 		$320K Sell
3,491
-100
-3% -$9.59K 0.18% 84
2020
Q1 		$324K Hold
3,591
– – 0.22% 80
2019
Q4 		$407K Hold
3,591
– – 0.22% 87
2019
Q3 		$390K Sell
3,591
-300
-8% -$31.3K 0.22% 84
2019
Q2 		$379K Buy
3,891
+300
+8% +$27.4K 0.22% 87
2019
Q1 		$327K Buy
3,591
+100
+3% +$8.95K 0.2% 93
2018
Q4 		$318K Buy
3,491
+24
+0.7% +$2.24K 0.23% 89
2018
Q3 		$341K Sell
3,467
-499
-13% -$46.1K 0.23% 85
2018
Q2 		$340K Hold
3,966
– – 0.25% 84
2018
Q1 		$311K Sell
3,966
-400
-9% -$33K 0.25% 88
2017
Q4 		$353K Sell
4,366
-100
-2% -$8.01K 0.27% 85
2017
Q3 		$347K Hold
4,466
– – 0.28% 85
2017
Q2 		$396K Hold
4,466
– – 0.34% 82
2017
Q1 		$360K Sell
4,466
-1,080
-19% -$84.4K 0.31% 80
2016
Q4 		$485K Buy
5,546
+50
+0.9% +$3.93K 0.4% 72
2016
Q3 		$474K Buy
5,496
+400
+8% +$34.9K 0.4% 75
2016
Q2 		$442K Sell
5,096
-200
-4% -$16.2K 0.39% 75
2016
Q1 		$397K Sell
5,296
-100
-2% -$7.53K 0.36% 76
2015
Q4 		$415K Buy
+5,396
New +$406K 0.38% 76

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Physicians Financial Services's MDT Position: Q2 2022 in Review

Physicians Financial Services sold out of Medtronic (MDT) in Q2 2022, closing a stake of 3,121 shares — an estimated $346K sold.

Physicians Financial Services first reported a position in MDT in Q4 2015 and held it in 26 quarters. The position peaked at $485K in Q4 2016. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

  • Physicians Financial Services reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
  • Physicians Financial Services sold 3,121 Medtronic shares in Q2 2022, an estimated $346K.
  • Physicians Financial Services first reported a position in Medtronic in Q4 2015 and held it in 26 quarters.
  • Physicians Financial Services's Medtronic position peaked at $485K in Q4 2016.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Physicians Financial Services's 13F filing for Q2 2022, filed 17 Aug 2022.