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Tilt Investment Management Holdings’s Medtronic MDT Stock Holding History

Tilt Investment Management Holdings’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
Q4 		$453K Sell
5,494
-1,547
-22% -$118K 0.49% 53
2023
Q3 		$552K Hold
7,041
– – 0.39% 77
2023
Q2 		$625K Hold
7,041
– – 0.41% 73
2023
Q1 		$566K Buy
7,041
+900
+15% +$73.4K 0.42% 73
2022
Q4 		$477K Buy
+6,141
New +$498K 0.4% 82

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tilt Investment Management Holdings's MDT Position: Q4 2023 in Review

Tilt Investment Management Holdings reduced its Medtronic (MDT) stake by 22% in Q4 2023, selling an estimated $118K and leaving 5,494 shares worth $453K. The position accounts for 0.49% of the portfolio, ranked #53.

Tilt Investment Management Holdings first reported a position in MDT in Q4 2022 and has held it in 5 quarters since. The position peaked at $625K in Q2 2023. 2,075 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • Tilt Investment Management Holdings held 5,494 shares of Medtronic worth $453K as of Q4 2023.
  • Tilt Investment Management Holdings sold 1,547 Medtronic shares in Q4 2023, an estimated $118K.
  • Medtronic made up 0.49% of Tilt Investment Management Holdings's portfolio in Q4 2023, its #53 holding.
  • Tilt Investment Management Holdings first reported a position in Medtronic in Q4 2022 and has held it in 5 quarters since.
  • Tilt Investment Management Holdings's Medtronic position peaked at $625K in Q2 2023.
  • 2,075 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.