Sunburst Financial Group’s Medtronic MDT Stock Holding History

Sunburst 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	–	Sell	-2,488	Closed	-$219K	–	88
2023 Q2	$219K	Buy	+2,488	New	+$214K	0.08%	88
2022 Q3	–	Sell	-2,286	Closed	-$205K	–	85
2022 Q2	$205K	Sell	2,286 -351	-13%	-$35.6K	0.1%	80
2022 Q1	$293K	Hold	2,637	–	–	0.14%	62
2021 Q4	$273K	Hold	2,637	–	–	0.14%	60
2021 Q3	$331K	Hold	2,637	–	–	0.21%	48
2021 Q2	$327K	Sell	2,637 -61	-2%	-$7.66K	0.21%	49
2021 Q1	$319K	Buy	2,698 +412	+18%	+$48.3K	0.22%	48
2020 Q4	$268K	Buy	2,286 +8	+0.4%	+$881	0.2%	49
2020 Q3	$237K	Sell	2,278 -25	-1%	-$2.51K	0.2%	52
2020 Q2	$211K	Sell	2,303 -72	-3%	-$6.9K	0.19%	53
2020 Q1	$214K	Hold	2,375	–	–	0.23%	47
2019 Q4	$269K	Buy	+2,375	New	+$261K	0.23%	50

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Sunburst Financial Group sold out of Medtronic (MDT) in Q3 2023, closing a stake of 2,488 shares — an estimated $219K sold.

Sunburst Financial Group first reported a position in MDT in Q4 2019 and held it in 12 quarters. The position peaked at $331K in Q3 2021. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

Sunburst Financial Group reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
Sunburst Financial Group sold 2,488 Medtronic shares in Q3 2023, an estimated $219K.
Sunburst Financial Group first reported a position in Medtronic in Q4 2019 and held it in 12 quarters.
Sunburst Financial Group's Medtronic position peaked at $331K in Q3 2021.
1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Sunburst Financial Group's 13F filing for Q3 2023, filed 19 Oct 2023.