Riverview Capital Advisers’s Medtronic MDT Stock Holding History

Riverview Capital Advisers’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	-14,858	Closed	-$1.16M	–	83
2023 Q3	$1.16M	Hold	14,858	–	–	0.52%	45
2023 Q2	$1.31M	Sell	14,858 -25	-0.2%	-$2.15K	0.57%	42
2023 Q1	$1.2M	Hold	14,883	–	–	0.52%	45
2022 Q4	$1.16M	Hold	14,883	–	–	0.62%	39
2022 Q3	$1.2M	Buy	14,883 +208	+1%	+$18.7K	0.75%	36
2022 Q2	$1.32M	Buy	14,675 +48	+0.3%	+$4.86K	0.73%	40
2022 Q1	$1.62M	Hold	14,627	–	–	0.75%	36
2021 Q4	$1.51M	Buy	+14,627	New	+$1.69M	0.67%	38

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Riverview Capital Advisers's MDT Position: Q4 2023 in Review

Riverview Capital Advisers sold out of Medtronic (MDT) in Q4 2023, closing a stake of 14,858 shares — an estimated $1.16M sold.

Riverview Capital Advisers first reported a position in MDT in Q4 2021 and held it in 8 quarters. The position peaked at $1.62M in Q1 2022. 2,078 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Riverview Capital Advisers reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
Riverview Capital Advisers sold 14,858 Medtronic shares in Q4 2023, an estimated $1.16M.
Riverview Capital Advisers first reported a position in Medtronic in Q4 2021 and held it in 8 quarters.
Riverview Capital Advisers's Medtronic position peaked at $1.62M in Q1 2022.
2,078 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Riverview Capital Advisers's 13F filing for Q4 2023, filed 12 Feb 2024.