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Transform Wealth’s Medtronic MDT Stock Holding History

Transform Wealth’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
-3,752
Closed -$339K – 194
2022
Q2 		$339K Sell
3,752
-134
-3% -$13.6K 0.05% 154
2022
Q1 		$431K Sell
3,886
-106
-3% -$11.2K 0.05% 165
2021
Q4 		$413K Sell
3,992
-302
-7% -$35K 0.04% 169
2021
Q3 		$538K Sell
4,294
-623
-13% -$80.6K 0.06% 156
2021
Q2 		$610K Buy
4,917
+825
+20% +$104K 0.07% 158
2021
Q1 		$483K Buy
4,092
+458
+13% +$53.7K 0.1% 159
2020
Q4 		$426K Sell
3,634
-640
-15% -$70.5K 0.09% 161
2020
Q3 		$444K Buy
4,274
+19
+0.4% +$1.91K 0.07% 155
2020
Q2 		$390K Sell
4,255
-860
-17% -$82.5K 0.07% 163
2020
Q1 		$461K Buy
5,115
+62
+1% +$6.6K 0.1% 149
2019
Q4 		$573K Sell
5,053
-248
-5% -$27.2K 0.09% 153
2019
Q3 		$576K Sell
5,301
-2,869
-35% -$299K 0.1% 141
2019
Q2 		$796K Buy
8,170
+4,660
+133% +$425K 0.12% 150
2019
Q1 		$320K Sell
3,510
-3,382
-49% -$303K 0.06% 138
2018
Q4 		$627K Sell
6,892
-300
-4% -$28K 0.13% 127
2018
Q3 		$707K Sell
7,192
-700
-9% -$64.7K 0.12% 135
2018
Q2 		$676K Sell
7,892
-1,550
-16% -$129K 0.12% 144
2018
Q1 		$757K Sell
9,442
-200
-2% -$16.5K 0.14% 154
2017
Q4 		$779K Hold
9,642
– – 0.14% 164
2017
Q3 		$750K Buy
+9,642
New +$801K 0.26% 123
2017
Q2 		– Sell
-10,590
Closed -$853K – 106
2017
Q1 		$853K Buy
10,590
+23
+0.2% +$1.8K 0.32% 111
2016
Q4 		$753K Buy
10,567
+2,136
+25% +$168K 0.3% 115
2016
Q3 		$728K Sell
8,431
-2,136
-20% -$186K 0.31% 104
2016
Q2 		$917K Buy
+10,567
New +$855K 0.39% 89

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

Transform Wealth's MDT Position: Q3 2022 in Review

Transform Wealth sold out of Medtronic (MDT) in Q3 2022, closing a stake of 3,752 shares — an estimated $339K sold.

Transform Wealth first reported a position in MDT in Q2 2016 and held it in 24 quarters. The position peaked at $917K in Q2 2016. 1,932 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

  • Transform Wealth reported no remaining Medtronic position as of Q3 2022 after selling out during the quarter.
  • Transform Wealth sold 3,752 Medtronic shares in Q3 2022, an estimated $339K.
  • Transform Wealth first reported a position in Medtronic in Q2 2016 and held it in 24 quarters.
  • Transform Wealth's Medtronic position peaked at $917K in Q2 2016.
  • 1,932 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Transform Wealth's 13F filing for Q3 2022, filed 21 Oct 2022.