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Summit Financial Group’s Medtronic MDT Stock Holding History

Summit 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
Q1 		– Sell
-2,906
Closed -$226K – 196
2022
Q4 		$226K Sell
2,906
-133
-4% -$10.8K 0.09% 180
2022
Q3 		$246K Sell
3,039
-64
-2% -$5.75K 0.1% 166
2022
Q2 		$279K Hold
3,103
– – 0.11% 163
2022
Q1 		$344K Hold
3,103
– – 0.12% 153
2021
Q4 		$321K Buy
3,103
+133
+4% +$15.4K 0.1% 167
2021
Q3 		$372K Hold
2,970
– – 0.13% 148
2021
Q2 		$368K Buy
2,970
+155
+6% +$19.5K 0.14% 143
2021
Q1 		$333K Sell
2,815
-800
-22% -$93.8K 0.14% 134
2020
Q4 		$423K Buy
3,615
+125
+4% +$13.8K 0.19% 104
2020
Q3 		$362K Sell
3,490
-100
-3% -$10K 0.18% 104
2020
Q2 		$329K Hold
3,590
– – 0.17% 106
2020
Q1 		$324K Hold
3,590
– – 0.19% 98
2019
Q4 		$407K Sell
3,590
-25
-0.7% -$2.74K 0.2% 99
2019
Q3 		$393K Hold
3,615
– – 0.2% 102
2019
Q2 		$352K Hold
3,615
– – 0.16% 119
2019
Q1 		$329K Hold
3,615
– – 0.26% 85
2018
Q4 		$329K Hold
3,615
– – 0.28% 84
2018
Q3 		$356K Sell
3,615
-50
-1% -$4.62K 0.27% 83
2018
Q2 		$314K Hold
3,665
– – 0.24% 93
2018
Q1 		$294K Buy
3,665
+1,076
+42% +$88.8K 0.23% 100
2017
Q4 		$209K Sell
2,589
-1,400
-35% -$112K 0.17% 117
2017
Q3 		$311K Buy
3,989
+364
+10% +$30.2K 0.26% 89
2017
Q2 		$322K Buy
+3,625
New +$306K 0.28% 84

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 $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Summit Financial Group's MDT Position: Q1 2023 in Review

Summit Financial Group sold out of Medtronic (MDT) in Q1 2023, closing a stake of 2,906 shares — an estimated $226K sold.

Summit Financial Group first reported a position in MDT in Q2 2017 and held it in 23 quarters. The position peaked at $423K in Q4 2020. 1,991 funds tracked by Wall St. Rank hold MDT as of Q1 2023.

  • Summit Financial Group reported no remaining Medtronic position as of Q1 2023 after selling out during the quarter.
  • Summit Financial Group sold 2,906 Medtronic shares in Q1 2023, an estimated $226K.
  • Summit Financial Group first reported a position in Medtronic in Q2 2017 and held it in 23 quarters.
  • Summit Financial Group's Medtronic position peaked at $423K in Q4 2020.
  • 1,991 funds tracked by Wall St. Rank held Medtronic as of Q1 2023.

Based on Summit Financial Group's 13F filing for Q1 2023, filed 11 Apr 2023.