Polaris Wealth Advisory Group’s Medtronic MDT Stock Holding History

Polaris Wealth Advisory 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 Q3	–	Sell	-73,998	Closed	-$6.52M	–	183
2023 Q2	$6.52M	Buy	+73,998	New	+$6.37M	0.49%	72
2022 Q2	–	Sell	-372,983	Closed	-$41.9M	–	161
2022 Q1	$41.9M	Buy	372,983 +369,938	+12,149%	+$39.1M	2.8%	6
2021 Q4	$315K	Sell	3,045 -240,562	-99%	-$27.9M	0.02%	148
2021 Q3	$30.9M	Buy	243,607 +8,719	+4%	+$1.13M	1.85%	16
2021 Q2	$29.6M	Buy	234,888 +14,635	+7%	+$1.84M	1.76%	23
2021 Q1	$26.9M	Buy	220,253 +32,122	+17%	+$3.76M	1.72%	22
2020 Q4	$22.5M	Buy	+188,131	New	+$20.7M	1.68%	17
2020 Q1	–	Sell	-1,750	Closed	-$208K	–	154
2019 Q4	$208K	Buy	+1,750	New	+$192K	0.01%	145
2018 Q4	–	Sell	-1,321	Closed	-$130K	–	321
2018 Q3	$130K	Buy	1,321 +949	+255%	+$87.7K	0.01%	177
2018 Q2	$30K	Sell	372 -744	-67%	-$62.1K	﹤0.01%	153
2018 Q1	$89K	Buy	+1,116	New	+$92.1K	0.01%	173
2015 Q3	–	Sell	-80,889	Closed	-$5.99M	–	83
2015 Q2	$5.99M	Buy	80,889 +10,848	+15%	+$829K	1.19%	33
2015 Q1	$5.46M	Buy	+70,041	New	+$5.31M	0.99%	28
2014 Q4	–	Sell	-7,650	Closed	-$474K	–	83
2014 Q3	$474K	Buy	7,650 +615	+9%	+$39.1K	0.11%	60
2014 Q2	$449K	Buy	7,035 +405	+6%	+$24.6K	0.1%	59
2014 Q1	$408K	Buy	+6,630	New	+$386K	0.1%	61
2013 Q3	–	Sell	-9,330	Closed	-$480K	–	153
2013 Q2	$480K	Buy	+9,330	New	+$461K	0.19%	51

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

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

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

Polaris Wealth Advisory Group's MDT Position: Q3 2023 in Review

Polaris Wealth Advisory Group sold out of Medtronic (MDT) in Q3 2023, closing a stake of 73,998 shares — an estimated $6.52M sold.

Polaris Wealth Advisory Group first reported a position in MDT in Q2 2013 and held it in 17 quarters. The position peaked at $41.9M in Q1 2022. 1,971 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

Polaris Wealth Advisory Group reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 73,998 Medtronic shares in Q3 2023, an estimated $6.52M.
Polaris Wealth Advisory Group first reported a position in Medtronic in Q2 2013 and held it in 17 quarters.
Polaris Wealth Advisory Group's Medtronic position peaked at $41.9M in Q1 2022.
1,971 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.