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Samalin Investment Counsel’s Medtronic MDT Stock Holding History

Samalin Investment Counsel’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
Q2 		– Sell
-3,618
Closed -$292K – 284
2023
Q1 		$292K Sell
3,618
-193
-5% -$15.7K 0.18% 168
2022
Q4 		$296K Sell
3,811
-9
-0.2% -$729 0.19% 153
2022
Q3 		$308K Buy
3,820
+5
+0.1% +$449 0.23% 134
2022
Q2 		$342K Buy
3,815
+3
+0.1% +$304 0.24% 130
2022
Q1 		$423K Buy
3,812
+358
+10% +$37.8K 0.26% 120
2021
Q4 		$357K Buy
3,454
+278
+9% +$32.2K 0.21% 148
2021
Q3 		$398K Sell
3,176
-8
-0.3% -$1.03K 0.26% 127
2021
Q2 		$395K Buy
3,184
+52
+2% +$6.53K 0.26% 133
2021
Q1 		$370K Buy
3,132
+227
+8% +$26.6K 0.25% 131
2020
Q4 		$340K Sell
2,905
-223
-7% -$24.5K 0.26% 138
2020
Q3 		$325K Buy
3,128
+437
+16% +$43.9K 0.29% 110
2020
Q2 		$246K Buy
2,691
+153
+6% +$14.7K 0.26% 129
2020
Q1 		$228K Sell
2,538
-615
-20% -$65.4K 0.31% 101
2019
Q4 		$357K Buy
+3,153
New +$346K 0.3% 95

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Samalin Investment Counsel's MDT Position: Q2 2023 in Review

Samalin Investment Counsel sold out of Medtronic (MDT) in Q2 2023, closing a stake of 3,618 shares — an estimated $292K sold.

Samalin Investment Counsel first reported a position in MDT in Q4 2019 and held it in 14 quarters. The position peaked at $423K in Q1 2022. 2,057 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

  • Samalin Investment Counsel reported no remaining Medtronic position as of Q2 2023 after selling out during the quarter.
  • Samalin Investment Counsel sold 3,618 Medtronic shares in Q2 2023, an estimated $292K.
  • Samalin Investment Counsel first reported a position in Medtronic in Q4 2019 and held it in 14 quarters.
  • Samalin Investment Counsel's Medtronic position peaked at $423K in Q1 2022.
  • 2,057 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on Samalin Investment Counsel's 13F filing for Q2 2023, filed 3 Aug 2023.