Searle & Co’s Medtronic MDT Stock Holding History

Searle & Co’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	-13,919	Closed	-$1.08M	–	153
2022 Q4	$1.08M	Sell	13,919 -4,900	-26%	-$397K	0.37%	62
2022 Q3	$1.52M	Sell	18,819 -500	-3%	-$44.9K	0.58%	49
2022 Q2	$1.73M	Buy	19,319 +15,500	+406%	+$1.57M	0.68%	48
2022 Q1	$424K	Hold	3,819	–	–	0.16%	113
2021 Q4	$395K	Hold	3,819	–	–	0.14%	116
2021 Q3	$479K	Hold	3,819	–	–	0.2%	91
2021 Q2	$474K	Hold	3,819	–	–	0.19%	96
2021 Q1	$451K	Hold	3,819	–	–	0.2%	94
2020 Q4	$447K	Buy	3,819 +600	+19%	+$66.1K	0.21%	84
2020 Q3	$335K	Hold	3,219	–	–	0.18%	98
2020 Q2	$295K	Hold	3,219	–	–	0.17%	101
2020 Q1	$290K	Hold	3,219	–	–	0.21%	94
2019 Q4	$365K	Hold	3,219	–	–	0.2%	96
2019 Q3	$350K	Buy	3,219 +700	+28%	+$73K	0.21%	96
2019 Q2	$245K	Hold	2,519	–	–	0.15%	115
2019 Q1	$229K	Hold	2,519	–	–	0.14%	118
2018 Q4	$229K	Hold	2,519	–	–	0.16%	110
2018 Q3	$248K	Hold	2,519	–	–	0.15%	119
2018 Q2	$216K	Hold	2,519	–	–	0.14%	125
2018 Q1	$202K	Buy	+2,519	New	+$208K	0.13%	124
2015 Q3	–	Sell	-1,900	Closed	-$140K	–	197
2015 Q2	$140K	Hold	1,900	–	–	0.12%	116
2015 Q1	$148K	Hold	1,900	–	–	0.13%	109
2014 Q4	$137K	Buy	+1,900	New	+$132K	0.12%	127

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Searle & Co's MDT Position: Q1 2023 in Review

Searle & Co sold out of Medtronic (MDT) in Q1 2023, closing a stake of 13,919 shares — an estimated $1.08M sold.

Searle & Co first reported a position in MDT in Q4 2014 and held it in 23 quarters. The position peaked at $1.73M in Q2 2022. 1,991 funds tracked by Wall St. Rank hold MDT as of Q1 2023.

Searle & Co reported no remaining Medtronic position as of Q1 2023 after selling out during the quarter.
Searle & Co sold 13,919 Medtronic shares in Q1 2023, an estimated $1.08M.
Searle & Co first reported a position in Medtronic in Q4 2014 and held it in 23 quarters.
Searle & Co's Medtronic position peaked at $1.73M in Q2 2022.
1,991 funds tracked by Wall St. Rank held Medtronic as of Q1 2023.

Based on Searle & Co's 13F filing for Q1 2023, filed 1 Jun 2023.