Tiemann Investment Advisors’s Medtronic MDT Stock Holding History

Tiemann Investment 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
2022 Q4	–	Sell	-4,580	Closed	-$370K	–	194
2022 Q3	$370K	Sell	4,580 -50	-1%	-$4.49K	0.24%	102
2022 Q2	$416K	Sell	4,630 -350	-7%	-$35.5K	0.22%	99
2022 Q1	$553K	Sell	4,980 -100	-2%	-$10.6K	0.26%	84
2021 Q4	$526K	Sell	5,080 -50	-1%	-$5.79K	0.22%	101
2021 Q3	$643K	Sell	5,130 -200	-4%	-$25.9K	0.31%	76
2021 Q2	$662K	Hold	5,330	–	–	0.31%	79
2021 Q1	$630K	Buy	5,330 +1,150	+28%	+$135K	0.31%	82
2020 Q4	$490K	Buy	4,180 +40	+1%	+$4.4K	0.26%	94
2020 Q3	$430K	Buy	4,140 +685	+20%	+$68.8K	0.27%	95
2020 Q2	$317K	Buy	3,455 +60	+2%	+$5.75K	0.22%	120
2020 Q1	$306K	Buy	+3,395	New	+$361K	0.27%	94
2015 Q2	–	Sell	-2,606	Closed	-$203K	–	153
2015 Q1	$203K	Buy	+2,606	New	+$198K	0.21%	148

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tiemann Investment Advisors's MDT Position: Q4 2022 in Review

Tiemann Investment Advisors sold out of Medtronic (MDT) in Q4 2022, closing a stake of 4,580 shares — an estimated $370K sold.

Tiemann Investment Advisors first reported a position in MDT in Q1 2015 and held it in 12 quarters. The position peaked at $662K in Q2 2021. 1,961 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

Tiemann Investment Advisors reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
Tiemann Investment Advisors sold 4,580 Medtronic shares in Q4 2022, an estimated $370K.
Tiemann Investment Advisors first reported a position in Medtronic in Q1 2015 and held it in 12 quarters.
Tiemann Investment Advisors's Medtronic position peaked at $662K in Q2 2021.
1,961 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Tiemann Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.