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Provence Wealth Management Group’s Medtronic MDT Stock Holding History

Provence Wealth Management 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
Q4 		$291K Buy
3,527
+3,459
+5,087% +$264K 0.16% 124
2023
Q3 		$5.33K Buy
+68
New +$5.69K ﹤0.01% 352

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Provence Wealth Management Group's MDT Position: Q4 2023 in Review

Provence Wealth Management Group increased its Medtronic (MDT) stake by 5,087% in Q4 2023, buying an estimated $264K and bringing the position to 3,527 shares worth $291K. The position accounts for 0.16% of the portfolio, ranked #124.

Provence Wealth Management Group first reported a position in MDT in Q3 2023 and has held it in 2 quarters since. 2,077 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • Provence Wealth Management Group held 3,527 shares of Medtronic worth $291K as of Q4 2023.
  • Provence Wealth Management Group bought 3,459 Medtronic shares in Q4 2023, an estimated $264K.
  • Medtronic made up 0.16% of Provence Wealth Management Group's portfolio in Q4 2023, its #124 holding.
  • Provence Wealth Management Group first reported a position in Medtronic in Q3 2023 and has held it in 2 quarters since.
  • 2,077 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.