SP
MDT icon

Successful Portfolios’s Medtronic MDT Stock Holding History

Successful Portfolios’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
Q2 		– Sell
-3,325
Closed -$268K – 174
2023
Q1 		$268K Buy
3,325
+177
+6% +$14.4K 0.17% 146
2022
Q4 		$245K Sell
3,148
-26
-0.8% -$2.11K 0.16% 153
2022
Q3 		$256K Sell
3,174
-32
-1% -$2.88K 0.19% 144
2022
Q2 		$288K Sell
3,206
-114
-3% -$11.6K 0.19% 135
2022
Q1 		$368K Buy
3,320
+883
+36% +$93.3K 0.21% 123
2021
Q4 		$252K Sell
2,437
-10
-0.4% -$1.16K 0.14% 169
2021
Q3 		$307K Buy
2,447
+18
+0.7% +$2.33K 0.18% 138
2021
Q2 		$302K Buy
2,429
+265
+12% +$33.3K 0.18% 144
2021
Q1 		$256K Buy
+2,164
New +$254K 0.17% 149

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Successful Portfolios's MDT Position: Q2 2023 in Review

Successful Portfolios sold out of Medtronic (MDT) in Q2 2023, closing a stake of 3,325 shares — an estimated $268K sold.

Successful Portfolios first reported a position in MDT in Q1 2021 and held it in 9 quarters. The position peaked at $368K in Q1 2022. 2,056 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

  • Successful Portfolios reported no remaining Medtronic position as of Q2 2023 after selling out during the quarter.
  • Successful Portfolios sold 3,325 Medtronic shares in Q2 2023, an estimated $268K.
  • Successful Portfolios first reported a position in Medtronic in Q1 2021 and held it in 9 quarters.
  • Successful Portfolios's Medtronic position peaked at $368K in Q1 2022.
  • 2,056 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on Successful Portfolios's 13F filing for Q2 2023, filed 20 Jul 2023.