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Sweet Financial Partners’s Medtronic MDT Stock Holding History

Sweet Financial Partners’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
Q4 		– Sell
-2,742
Closed -$221K – 173
2022
Q3 		$221K Sell
2,742
-42
-2% -$3.77K 0.07% 153
2022
Q2 		$250K Sell
2,784
-63
-2% -$6.38K 0.08% 144
2022
Q1 		$316K Buy
2,847
+274
+11% +$28.9K 0.08% 130
2021
Q4 		$266K Buy
+2,573
New +$298K 0.11% 119

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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

Sweet Financial Partners's MDT Position: Q4 2022 in Review

Sweet Financial Partners sold out of Medtronic (MDT) in Q4 2022, closing a stake of 2,742 shares — an estimated $221K sold.

Sweet Financial Partners first reported a position in MDT in Q4 2021 and held it in 4 quarters. The position peaked at $316K in Q1 2022. 1,961 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

  • Sweet Financial Partners reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
  • Sweet Financial Partners sold 2,742 Medtronic shares in Q4 2022, an estimated $221K.
  • Sweet Financial Partners first reported a position in Medtronic in Q4 2021 and held it in 4 quarters.
  • Sweet Financial Partners's Medtronic position peaked at $316K in Q1 2022.
  • 1,961 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Sweet Financial Partners's 13F filing for Q4 2022, filed 19 Jan 2023.