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Sutton Wealth Advisors’s Medtronic MDT Stock Holding History

Sutton Wealth Advisors’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 		$52K Buy
664
+126
+23% +$10.5K 0.03% 221
2023
Q2 		$47.4K Buy
538
+337
+168% +$29K 0.02% 233
2023
Q1 		$16.2K Buy
201
+103
+105% +$8.39K 0.01% 339
2022
Q4 		$7.62K Sell
98
-1,246
-93% -$101K ﹤0.01% 1024
2022
Q3 		$109K Buy
1,344
+801
+148% +$72K 0.04% 239
2022
Q2 		$48.7K Sell
543
-111
-17% -$11.2K 0.02% 386
2022
Q1 		$72.6K Buy
654
+2
+0.3% +$211 0.03% 313
2021
Q4 		$67.4K Buy
652
+35
+6% +$4.05K 0.02% 337
2021
Q3 		$77.3K Sell
617
-6
-1% -$777 0.03% 291
2021
Q2 		$77.3K Hold
623
– – 0.03% 293
2021
Q1 		$73.6K Buy
623
+37
+6% +$4.34K 0.03% 292
2020
Q4 		$68.6K Buy
586
+39
+7% +$4.29K 0.03% 284
2020
Q3 		$56.8K Buy
547
+8
+1% +$803 0.03% 281
2020
Q2 		$49.4K Buy
539
+126
+31% +$12.1K 0.03% 300
2020
Q1 		$37.2K Buy
413
+25
+6% +$2.66K 0.02% 333
2019
Q4 		$44K Buy
388
+4
+1% +$439 0.02% 339
2019
Q3 		$41.7K Hold
384
– – 0.02% 349
2019
Q2 		$37.4K Sell
384
-323
-46% -$29.5K 0.02% 380
2019
Q1 		$64.4K Buy
707
+12
+2% +$1.07K 0.04% 254
2018
Q4 		$63.2K Hold
695
– – 0.04% 242
2018
Q3 		$68.4K Hold
695
– – 0.04% 239
2018
Q2 		$59.5K Buy
695
+127
+22% +$10.6K 0.04% 249
2018
Q1 		$45.6K Buy
568
+15
+3% +$1.24K 0.03% 294
2017
Q4 		$44.7K Sell
553
-179
-24% -$14.3K 0.03% 302
2017
Q3 		$56.9K Buy
732
+19
+3% +$1.58K 0.04% 247
2017
Q2 		$63.3K Buy
713
+14
+2% +$1.18K 0.05% 231
2017
Q1 		$56.3K Buy
699
+175
+33% +$13.7K 0.05% 245
2016
Q4 		$37.3K Sell
524
-918
-64% -$72.1K 0.03% 316
2016
Q3 		$125K Buy
1,442
+14
+1% +$1.22K 0.11% 155
2016
Q2 		$124K Hold
1,428
– – 0.12% 151
2016
Q1 		$107K Buy
+1,428
New +$108K 0.1% 172

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

Sutton Wealth Advisors's MDT Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Medtronic (MDT) stake by 23% in Q3 2023, buying an estimated $10.5K and bringing the position to 664 shares worth $52K. The position accounts for 0.03% of the portfolio, ranked #221.

Sutton Wealth Advisors first reported a position in MDT in Q1 2016 and has held it in 31 quarters since. The position peaked at $125K in Q3 2016. 1,971 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Sutton Wealth Advisors held 664 shares of Medtronic worth $52K as of Q3 2023.
  • Sutton Wealth Advisors bought 126 Medtronic shares in Q3 2023, an estimated $10.5K.
  • Medtronic made up 0.03% of Sutton Wealth Advisors's portfolio in Q3 2023, its #221 holding.
  • Sutton Wealth Advisors first reported a position in Medtronic in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Medtronic position peaked at $125K in Q3 2016.
  • 1,971 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.