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Ulland Investment Advisors’s Medtronic MDT Stock Holding History

Ulland 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
2023
Q1 		– Sell
-300
Closed -$23K – 212
2022
Q4 		$23K Hold
300
– – 0.03% 125
2022
Q3 		$24K Hold
300
– – 0.03% 122
2022
Q2 		$27K Hold
300
– – 0.03% 127
2022
Q1 		$33K Sell
300
-100
-25% -$10.6K 0.02% 120
2021
Q4 		$41K Buy
+400
New +$46.3K 0.03% 112

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 $3.38T AUM 44.17% 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 $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ulland Investment Advisors's MDT Position: Q1 2023 in Review

Ulland Investment Advisors sold out of Medtronic (MDT) in Q1 2023, closing a stake of 300 shares — an estimated $23K sold.

Ulland Investment Advisors first reported a position in MDT in Q4 2021 and held it in 5 quarters. The position peaked at $41K in Q4 2021. 1,990 funds tracked by Wall St. Rank hold MDT as of Q1 2023.

  • Ulland Investment Advisors reported no remaining Medtronic position as of Q1 2023 after selling out during the quarter.
  • Ulland Investment Advisors sold 300 Medtronic shares in Q1 2023, an estimated $23K.
  • Ulland Investment Advisors first reported a position in Medtronic in Q4 2021 and held it in 5 quarters.
  • Ulland Investment Advisors's Medtronic position peaked at $41K in Q4 2021.
  • 1,990 funds tracked by Wall St. Rank held Medtronic as of Q1 2023.

Based on Ulland Investment Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.