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Riverwater Partners’s Medtronic MDT Stock Holding History

Riverwater Partners’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
-4,404
Closed -$342K – 206
2022
Q4 		$342K Sell
4,404
-75
-2% -$6.08K 0.29% 105
2022
Q3 		$362K Buy
4,479
+1
+0% +$90 0.36% 94
2022
Q2 		$402K Sell
4,478
-49
-1% -$4.96K 0.41% 79
2022
Q1 		$502K Buy
4,527
+99
+2% +$10.5K 0.83% 55
2021
Q4 		$458K Buy
+4,428
New +$513K 0.41% 83

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
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 $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Riverwater Partners's MDT Position: Q1 2023 in Review

Riverwater Partners sold out of Medtronic (MDT) in Q1 2023, closing a stake of 4,404 shares — an estimated $342K sold.

Riverwater Partners first reported a position in MDT in Q4 2021 and held it in 5 quarters. The position peaked at $502K in Q1 2022. 1,991 funds tracked by Wall St. Rank hold MDT as of Q1 2023.

  • Riverwater Partners reported no remaining Medtronic position as of Q1 2023 after selling out during the quarter.
  • Riverwater Partners sold 4,404 Medtronic shares in Q1 2023, an estimated $342K.
  • Riverwater Partners first reported a position in Medtronic in Q4 2021 and held it in 5 quarters.
  • Riverwater Partners's Medtronic position peaked at $502K in Q1 2022.
  • 1,991 funds tracked by Wall St. Rank held Medtronic as of Q1 2023.

Based on Riverwater Partners's 13F filing for Q1 2023, filed 12 Apr 2023.