Standard Family Office’s Medtronic MDT Stock Holding History

Standard Family Office’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	-2,363	Closed	-$191K	–	268
2022 Q3	$191K	Hold	2,363	–	–	0.08%	40
2022 Q2	$212K	Buy	+2,363	New	+$239K	2.1%	12
2022 Q1	–	Sell	-1,993	Closed	-$206K	–	171
2021 Q4	$206K	Buy	1,993 +993	+99%	+$115K	1.83%	13
2021 Q3	$125K	Sell	1,000 -8,270	-89%	-$1.07M	0.04%	15
2021 Q2	$1.15M	Buy	9,270 +1,000	+12%	+$126K	0.24%	36
2021 Q1	$977K	Sell	8,270 -1,000	-11%	-$117K	0.23%	30
2020 Q4	$1.09M	Buy	+9,270	New	+$1.02M	0.26%	27

Other funds holding MDT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Standard Family Office's MDT Position: Q4 2022 in Review

Standard Family Office sold out of Medtronic (MDT) in Q4 2022, closing a stake of 2,363 shares — an estimated $191K sold.

Standard Family Office first reported a position in MDT in Q4 2020 and held it in 7 quarters. The position peaked at $1.15M in Q2 2021. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

Standard Family Office reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 2,363 Medtronic shares in Q4 2022, an estimated $191K.
Standard Family Office first reported a position in Medtronic in Q4 2020 and held it in 7 quarters.
Standard Family Office's Medtronic position peaked at $1.15M in Q2 2021.
1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.