Private Advisory Group’s Medtronic MDT Stock Holding History

Private 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	-2,664	Closed	-$235K	–	206
2023 Q2	$235K	Hold	2,664	–	–	0.05%	193
2023 Q1	$215K	Sell	2,664 -160	-6%	-$13K	0.05%	190
2022 Q4	$219K	Hold	2,824	–	–	0.05%	178
2022 Q3	$228K	Buy	+2,824	New	+$254K	0.05%	172

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

Private Advisory Group's MDT Position: Q3 2023 in Review

Private Advisory Group sold out of Medtronic (MDT) in Q3 2023, closing a stake of 2,664 shares — an estimated $235K sold.

Private Advisory Group first reported a position in MDT in Q3 2022 and held it in 4 quarters. The position peaked at $235K in Q2 2023. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

Private Advisory Group reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
Private Advisory Group sold 2,664 Medtronic shares in Q3 2023, an estimated $235K.
Private Advisory Group first reported a position in Medtronic in Q3 2022 and held it in 4 quarters.
Private Advisory Group's Medtronic position peaked at $235K in Q2 2023.
1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Private Advisory Group's 13F filing for Q3 2023, filed 13 Nov 2023.