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Tilia Fiduciary Partners’s Medtronic MDT Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-362
Closed -$31.9K – 315
2023
Q2 		$31.9K Sell
362
-129
-26% -$11.1K 0.03% 258
2023
Q1 		$39.6K Hold
491
– – 0.04% 236
2022
Q4 		$38.1K Hold
491
– – 0.04% 223
2022
Q3 		$40K Sell
491
-162
-25% -$14.6K 0.04% 218
2022
Q2 		$58K Buy
653
+162
+33% +$16.4K 0.06% 190
2022
Q1 		$54K Hold
491
– – 0.05% 212
2021
Q4 		$51K Buy
+491
New +$56.9K 0.04% 223

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

Tilia Fiduciary Partners's MDT Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Medtronic (MDT) in Q3 2023, closing a stake of 362 shares — an estimated $31.9K sold.

Tilia Fiduciary Partners first reported a position in MDT in Q4 2021 and held it in 7 quarters. The position peaked at $58K in Q2 2022. 1,971 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 362 Medtronic shares in Q3 2023, an estimated $31.9K.
  • Tilia Fiduciary Partners first reported a position in Medtronic in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Medtronic position peaked at $58K in Q2 2022.
  • 1,971 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.