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Redwood Financial Network’s Medtronic MDT Stock Holding History

Redwood Financial Network’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
-2,394
Closed -$211K – 145
2023
Q2 		$211K Buy
+2,394
New +$206K 0.2% 143
2022
Q3 		– Sell
-2,521
Closed -$226K – 133
2022
Q2 		$226K Sell
2,521
-97
-4% -$9.83K 0.25% 118
2022
Q1 		$290K Buy
+2,618
New +$277K 0.27% 110

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Redwood Financial Network's MDT Position: Q3 2023 in Review

Redwood Financial Network sold out of Medtronic (MDT) in Q3 2023, closing a stake of 2,394 shares — an estimated $211K sold.

Redwood Financial Network first reported a position in MDT in Q1 2022 and held it in 3 quarters. The position peaked at $290K in Q1 2022. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Redwood Financial Network reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • Redwood Financial Network sold 2,394 Medtronic shares in Q3 2023, an estimated $211K.
  • Redwood Financial Network first reported a position in Medtronic in Q1 2022 and held it in 3 quarters.
  • Redwood Financial Network's Medtronic position peaked at $290K in Q1 2022.
  • 1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Redwood Financial Network's 13F filing for Q3 2023, filed 8 Nov 2023.