Platte River Wealth Advisors’s Medtronic MDT Stock Holding History

Platte River Wealth 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
2023 Q4	–	Sell	-3,951	Closed	-$310K	–	102
2023 Q3	$310K	Buy	3,951 +86	+2%	+$7.2K	0.11%	80
2023 Q2	$341K	Buy	+3,865	New	+$333K	0.12%	75

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Platte River Wealth Advisors's MDT Position: Q4 2023 in Review

Platte River Wealth Advisors sold out of Medtronic (MDT) in Q4 2023, closing a stake of 3,951 shares — an estimated $310K sold.

Platte River Wealth Advisors first reported a position in MDT in Q2 2023 and held it in 2 quarters. The position peaked at $341K in Q2 2023. 2,075 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Platte River Wealth Advisors reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
Platte River Wealth Advisors sold 3,951 Medtronic shares in Q4 2023, an estimated $310K.
Platte River Wealth Advisors first reported a position in Medtronic in Q2 2023 and held it in 2 quarters.
Platte River Wealth Advisors's Medtronic position peaked at $341K in Q2 2023.
2,075 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Platte River Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.