Signature Wealth Management Partners’s Medtronic MDT Stock Holding History

Signature Wealth Management 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
2022 Q4	–	Sell	-2,626	Closed	-$212K	–	104
2022 Q3	$212K	Buy	2,626 +47	+2%	+$4.22K	0.23%	86
2022 Q2	$231K	Hold	2,579	–	–	0.24%	88
2022 Q1	$286K	Buy	2,579 +619	+32%	+$65.4K	0.24%	86
2021 Q4	$203K	Hold	1,960	–	–	0.17%	101
2021 Q3	$246K	Hold	1,960	–	–	0.22%	93
2021 Q2	$243K	Sell	1,960 -101	-5%	-$12.7K	0.22%	91
2021 Q1	$243K	Hold	2,061	–	–	0.23%	87
2020 Q4	$241K	Buy	+2,061	New	+$227K	0.24%	81

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Signature Wealth Management Partners's MDT Position: Q4 2022 in Review

Signature Wealth Management Partners sold out of Medtronic (MDT) in Q4 2022, closing a stake of 2,626 shares — an estimated $212K sold.

Signature Wealth Management Partners first reported a position in MDT in Q4 2020 and held it in 8 quarters. The position peaked at $286K in Q1 2022. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

Signature Wealth Management Partners reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
Signature Wealth Management Partners sold 2,626 Medtronic shares in Q4 2022, an estimated $212K.
Signature Wealth Management Partners first reported a position in Medtronic in Q4 2020 and held it in 8 quarters.
Signature Wealth Management Partners's Medtronic position peaked at $286K in Q1 2022.
1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Signature Wealth Management Partners's 13F filing for Q4 2022, filed 6 Feb 2023.