Piershale Financial Group’s Medtronic MDT Stock Holding History

Piershale Financial Group’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 Q2	$9.6K	Sell	109 -57	-34%	-$4.91K	0.01%	118
2023 Q1	$13.4K	Hold	166	–	–	0.01%	95
2022 Q4	$12.9K	Buy	+166	New	+$13.5K	0.01%	94
2016 Q4	–	Sell	-173	Closed	-$15K	–	86
2016 Q3	$15K	Hold	173	–	–	0.01%	77
2016 Q2	$15K	Hold	173	–	–	0.01%	78
2016 Q1	$13K	Hold	173	–	–	0.01%	69
2015 Q4	$13K	Hold	173	–	–	0.01%	99
2015 Q3	$12K	Buy	173 +57	+49%	+$4.2K	0.01%	70
2015 Q2	$9K	Sell	116 -57	-33%	-$4.36K	0.01%	76
2015 Q1	$13K	Buy	+173	New	+$13.1K	0.01%	72

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Piershale Financial Group's MDT Position: Q2 2023 in Review

Piershale Financial Group reduced its Medtronic (MDT) stake by 34% in Q2 2023, selling an estimated $4.91K and leaving 109 shares worth $9.6K. The position accounts for 0.01% of the portfolio, ranked #118.

Piershale Financial Group first reported a position in MDT in Q1 2015 and has held it in 10 quarters since. The position peaked at $15K in Q3 2016. 2,057 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

Piershale Financial Group held 109 shares of Medtronic worth $9.6K as of Q2 2023.
Piershale Financial Group sold 57 Medtronic shares in Q2 2023, an estimated $4.91K.
Medtronic made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #118 holding.
Piershale Financial Group first reported a position in Medtronic in Q1 2015 and has held it in 10 quarters since.
Piershale Financial Group's Medtronic position peaked at $15K in Q3 2016.
2,057 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.