SIG
MDT icon

Sky Investment Group’s Medtronic MDT Stock Holding History

Sky Investment Group’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
Q3 		– Sell
-2,700
Closed -$238K – 121
2023
Q2 		$238K Hold
2,700
– – 0.05% 115
2023
Q1 		$218K Sell
2,700
-71
-3% -$5.79K 0.05% 118
2022
Q4 		$215K Buy
2,771
+71
+3% +$5.75K 0.05% 119
2022
Q3 		$218K Sell
2,700
-24
-0.9% -$2.16K 0.06% 117
2022
Q2 		$244K Buy
2,724
+286
+12% +$29K 0.06% 117
2022
Q1 		$270K Buy
2,438
+25
+1% +$2.64K 0.06% 119
2021
Q4 		$250K Sell
2,413
-67
-3% -$7.76K 0.05% 123
2021
Q3 		$311K Sell
2,480
-34
-1% -$4.4K 0.07% 110
2021
Q2 		$312K Hold
2,514
– – 0.07% 110
2021
Q1 		$297K Buy
2,514
+2
+0.1% +$234 0.07% 106
2020
Q4 		$294K Buy
2,512
+15
+0.6% +$1.65K 0.07% 105
2020
Q3 		$259K Buy
2,497
+75
+3% +$7.53K 0.07% 106
2020
Q2 		$222K Hold
2,422
– – 0.08% 98
2020
Q1 		$218K Hold
2,422
– – 0.09% 88
2019
Q4 		$275K Buy
2,422
+42
+2% +$4.61K 0.09% 92
2019
Q3 		$259K Hold
2,380
– – 0.09% 92
2019
Q2 		$232K Buy
+2,380
New +$217K 0.08% 95

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sky Investment Group's MDT Position: Q3 2023 in Review

Sky Investment Group sold out of Medtronic (MDT) in Q3 2023, closing a stake of 2,700 shares — an estimated $238K sold.

Sky Investment Group first reported a position in MDT in Q2 2019 and held it in 17 quarters. The position peaked at $312K in Q2 2021. 1,971 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Sky Investment Group reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • Sky Investment Group sold 2,700 Medtronic shares in Q3 2023, an estimated $238K.
  • Sky Investment Group first reported a position in Medtronic in Q2 2019 and held it in 17 quarters.
  • Sky Investment Group's Medtronic position peaked at $312K in Q2 2021.
  • 1,971 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Sky Investment Group's 13F filing for Q3 2023, filed 26 Oct 2023.