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Steward Financial Group’s Medtronic MDT Stock Holding History

Steward Financial 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 		$13K Sell
169
-71
-30% -$5.94K ﹤0.01% 319
2023
Q2 		$21K Buy
240
+118
+97% +$10.2K 0.01% 240
2023
Q1 		$9K Buy
122
+29
+31% +$2.36K ﹤0.01% 213
2022
Q4 		$7K Buy
+93
New +$7.54K ﹤0.01% 172
2022
Q3 		– Sell
-72
Closed -$6K – 810
2022
Q2 		$6K Sell
72
-328
-82% -$33.2K 0.01% 304
2022
Q1 		$44K Buy
400
+275
+220% +$29.1K 0.04% 90
2021
Q4 		$12K Buy
+125
New +$14.5K 0.01% 145

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

Steward Financial Group's MDT Position: Q3 2023 in Review

Steward Financial Group reduced its Medtronic (MDT) stake by 30% in Q3 2023, selling an estimated $5.94K and leaving 169 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Steward Financial Group first reported a position in MDT in Q4 2021 and has held it in 7 quarters since. The position peaked at $44K in Q1 2022. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Steward Financial Group held 169 shares of Medtronic worth $13K as of Q3 2023.
  • Steward Financial Group sold 71 Medtronic shares in Q3 2023, an estimated $5.94K.
  • Medtronic made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #319 holding.
  • Steward Financial Group first reported a position in Medtronic in Q4 2021 and has held it in 7 quarters since.
  • Steward Financial Group's Medtronic position peaked at $44K in Q1 2022.
  • 1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.