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TCV Trust & Wealth Management’s Medtronic MDT Stock Holding History

TCV Trust & Wealth Management’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 		– Sell
-3,293
Closed -$295K – 191
2022
Q2 		$295K Buy
3,293
+119
+4% +$12.1K 0.04% 165
2022
Q1 		$352K Buy
+3,174
New +$335K 0.04% 162

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 $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TCV Trust & Wealth Management's MDT Position: Q3 2022 in Review

TCV Trust & Wealth Management sold out of Medtronic (MDT) in Q3 2022, closing a stake of 3,293 shares — an estimated $295K sold.

TCV Trust & Wealth Management first reported a position in MDT in Q1 2022 and held it in 2 quarters. The position peaked at $352K in Q1 2022. 1,932 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

  • TCV Trust & Wealth Management reported no remaining Medtronic position as of Q3 2022 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 3,293 Medtronic shares in Q3 2022, an estimated $295K.
  • TCV Trust & Wealth Management first reported a position in Medtronic in Q1 2022 and held it in 2 quarters.
  • TCV Trust & Wealth Management's Medtronic position peaked at $352K in Q1 2022.
  • 1,932 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on TCV Trust & Wealth Management's 13F filing for Q3 2022, filed 31 Oct 2022.