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Sierra Capital’s Medtronic MDT Stock Holding History

Sierra Capital’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
-743
Closed -$58K – 406
2022
Q4 		$58K Sell
743
-16
-2% -$1.3K 0.01% 243
2022
Q3 		$61K Sell
759
-59
-7% -$5.3K 0.01% 250
2022
Q2 		$73K Sell
818
-601
-42% -$60.9K 0.01% 294
2022
Q1 		$157K Sell
1,419
-259
-15% -$27.4K 0.02% 238
2021
Q4 		$174K Buy
+1,678
New +$194K 0.03% 244

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 $3.38T AUM 44.17% 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

Sierra Capital's MDT Position: Q1 2023 in Review

Sierra Capital sold out of Medtronic (MDT) in Q1 2023, closing a stake of 743 shares — an estimated $58K sold.

Sierra Capital first reported a position in MDT in Q4 2021 and held it in 5 quarters. The position peaked at $174K in Q4 2021. 1,990 funds tracked by Wall St. Rank hold MDT as of Q1 2023.

  • Sierra Capital reported no remaining Medtronic position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 743 Medtronic shares in Q1 2023, an estimated $58K.
  • Sierra Capital first reported a position in Medtronic in Q4 2021 and held it in 5 quarters.
  • Sierra Capital's Medtronic position peaked at $174K in Q4 2021.
  • 1,990 funds tracked by Wall St. Rank held Medtronic as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.