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MDT icon

Surevest’s Medtronic MDT Stock Holding History

Surevest’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
Q3 		$2.55M Sell
31,546
-853
-3% -$76.7K 0.69% 61
2022
Q2 		$2.91M Buy
32,399
+2,059
+7% +$209K 0.76% 55
2022
Q1 		$3.37M Sell
30,340
-4,378
-13% -$463K 0.81% 50
2021
Q4 		$3.59M Sell
34,718
-1,747
-5% -$202K 0.85% 57
2021
Q3 		$4.57M Buy
36,465
+1,915
+6% +$248K 1.15% 40
2021
Q2 		$4.29M Sell
34,550
-1,017
-3% -$128K 1.12% 49
2021
Q1 		$4.2M Buy
35,567
+1,253
+4% +$147K 1.27% 48
2020
Q4 		$4.02M Buy
34,314
+1,084
+3% +$119K 1.34% 36
2020
Q3 		$3.45M Buy
33,230
+2,834
+9% +$285K 1.36% 34
2020
Q2 		$2.79M Buy
30,396
+4,065
+15% +$390K 1.23% 50
2020
Q1 		$2.38M Buy
26,331
+7,191
+38% +$765K 1.29% 40
2019
Q4 		$2.17M Buy
19,140
+4,389
+30% +$482K 0.93% 41
2019
Q3 		$1.6M Buy
14,751
+1,609
+12% +$168K 0.79% 52
2019
Q2 		$1.28M Buy
13,142
+6,224
+90% +$568K 0.66% 62
2019
Q1 		$630K Buy
6,918
+3,833
+124% +$343K 0.39% 84
2018
Q4 		$281K Buy
+3,085
New +$288K 0.22% 93

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Surevest's MDT Position: Q3 2022 in Review

Surevest reduced its Medtronic (MDT) stake by 2.6% in Q3 2022, selling an estimated $76.7K and leaving 31,546 shares worth $2.55M. The position accounts for 0.69% of the portfolio, ranked #61.

Surevest first reported a position in MDT in Q4 2018 and has held it in 16 quarters since. The position peaked at $4.57M in Q3 2021. 1,930 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

  • Surevest held 31,546 shares of Medtronic worth $2.55M as of Q3 2022.
  • Surevest sold 853 Medtronic shares in Q3 2022, an estimated $76.7K.
  • Medtronic made up 0.69% of Surevest's portfolio in Q3 2022, its #61 holding.
  • Surevest first reported a position in Medtronic in Q4 2018 and has held it in 16 quarters since.
  • Surevest's Medtronic position peaked at $4.57M in Q3 2021.
  • 1,930 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.