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Retirement Financial Solutions’s Medtronic MDT Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-185
Closed -$14.4K – 164
2022
Q4 		$14.4K Buy
+185
New +$15K 0.01% 114

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Retirement Financial Solutions's MDT Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Medtronic (MDT) in Q1 2023, closing a stake of 185 shares — an estimated $14.4K sold.

Retirement Financial Solutions first reported a position in MDT in Q4 2022 and held it in 1 quarter. The position peaked at $14.4K in Q4 2022. 1,990 funds tracked by Wall St. Rank hold MDT as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Medtronic position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 185 Medtronic shares in Q1 2023, an estimated $14.4K.
  • Retirement Financial Solutions first reported a position in Medtronic in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Medtronic position peaked at $14.4K in Q4 2022.
  • 1,990 funds tracked by Wall St. Rank held Medtronic as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.