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Principal Street Partners’s Medtronic MDT Stock Holding History

Principal Street Partners’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
-5,790
Closed -$454K – 228
2023
Q3 		$454K Buy
5,790
+3,010
+108% +$252K 0.09% 159
2023
Q2 		$247K Buy
2,780
+71
+3% +$6.11K 0.06% 189
2023
Q1 		$220K Buy
+2,709
New +$221K 0.06% 201
2022
Q2 		– Sell
-1,809
Closed -$202K – 216
2022
Q1 		$202K Buy
+1,809
New +$191K 0.05% 207

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 $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principal Street Partners's MDT Position: Q4 2023 in Review

Principal Street Partners sold out of Medtronic (MDT) in Q4 2023, closing a stake of 5,790 shares — an estimated $454K sold.

Principal Street Partners first reported a position in MDT in Q1 2022 and held it in 4 quarters. The position peaked at $454K in Q3 2023. 2,077 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • Principal Street Partners reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
  • Principal Street Partners sold 5,790 Medtronic shares in Q4 2023, an estimated $454K.
  • Principal Street Partners first reported a position in Medtronic in Q1 2022 and held it in 4 quarters.
  • Principal Street Partners's Medtronic position peaked at $454K in Q3 2023.
  • 2,077 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Principal Street Partners's 13F filing for Q4 2023, filed 7 Feb 2024.