RMR Wealth Builders’s Medtronic MDT Stock Holding History

RMR Wealth Builders’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
2022 Q4	–	Sell	-3,346	Closed	-$272K	–	195
2022 Q3	$272K	Buy	3,346 +1	+0%	+$90	0.07%	150
2022 Q2	$300K	Buy	3,345 +1	+0%	+$101	0.07%	141
2022 Q1	$371K	Sell	3,344 -51	-2%	-$5.39K	0.08%	141
2021 Q4	$353K	Buy	+3,395	New	+$393K	0.1%	85
2021 Q2	–	Sell	-2,363	Closed	-$279K	–	475
2021 Q1	$279K	Buy	2,363 +1,061	+81%	+$124K	0.07%	143
2020 Q4	$153K	Sell	1,302 -976	-43%	-$107K	0.08%	173
2020 Q3	$237K	Buy	2,278 +2,249	+7,755%	+$226K	0.06%	179
2020 Q2	$3K	Buy	+29	New	+$2.78K	﹤0.01%	402
2019 Q4	$3K	Buy	+29	New	+$3.18K	﹤0.01%	386

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RMR Wealth Builders's MDT Position: Q4 2022 in Review

RMR Wealth Builders sold out of Medtronic (MDT) in Q4 2022, closing a stake of 3,346 shares — an estimated $272K sold.

RMR Wealth Builders first reported a position in MDT in Q4 2019 and held it in 9 quarters. The position peaked at $371K in Q1 2022. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

RMR Wealth Builders reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
RMR Wealth Builders sold 3,346 Medtronic shares in Q4 2022, an estimated $272K.
RMR Wealth Builders first reported a position in Medtronic in Q4 2019 and held it in 9 quarters.
RMR Wealth Builders's Medtronic position peaked at $371K in Q1 2022.
1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on RMR Wealth Builders's 13F filing for Q4 2022, filed 2 Feb 2023.