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Syverson Strege & Co’s Medtronic MDT Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-474
Closed -$38.2K – 395
2023
Q1 		$38.2K Buy
474
+133
+39% +$10.8K 0.02% 143
2022
Q4 		$26.5K Buy
341
+118
+53% +$9.56K 0.01% 160
2022
Q3 		$18K Sell
223
-79
-26% -$7.1K 0.01% 165
2022
Q2 		$27K Buy
302
+38
+14% +$3.85K 0.01% 168
2022
Q1 		$29K Buy
+264
New +$27.9K 0.03% 151
2021
Q4 		– Sell
-4
Closed -$1K – 416
2021
Q3 		$1K Hold
4
– – ﹤0.01% 432
2021
Q2 		$0 Hold
4
– – ﹤0.01% 280
2021
Q1 		$0 Hold
4
– – ﹤0.01% 275
2020
Q4 		$0 Buy
+4
New +$440 ﹤0.01% 249

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Syverson Strege & Co's MDT Position: Q2 2023 in Review

Syverson Strege & Co sold out of Medtronic (MDT) in Q2 2023, closing a stake of 474 shares — an estimated $38.2K sold.

Syverson Strege & Co first reported a position in MDT in Q4 2020 and held it in 9 quarters. The position peaked at $38.2K in Q1 2023. 2,056 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

  • Syverson Strege & Co reported no remaining Medtronic position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 474 Medtronic shares in Q2 2023, an estimated $38.2K.
  • Syverson Strege & Co first reported a position in Medtronic in Q4 2020 and held it in 9 quarters.
  • Syverson Strege & Co's Medtronic position peaked at $38.2K in Q1 2023.
  • 2,056 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.