WC Walker & Associates’s Medtronic MDT Stock Holding History

WC Walker & Associates’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	$1.75M	Sell	20,556 -641	-3%	-$52K	0.93%	31
2022 Q3	$1.81M	Sell	21,197 -1,151	-5%	-$103K	1.03%	29
2022 Q2	$1.99M	Buy	22,348 +332	+2%	+$33.6K	1.17%	31
2022 Q1	$2.43M	Buy	22,016 +641	+3%	+$67.7K	1.26%	28
2021 Q4	$2.32M	Buy	21,375 +877	+4%	+$102K	1.15%	30
2021 Q3	$2.57M	Buy	20,498 +456	+2%	+$59K	1.38%	26
2021 Q2	$2.54M	Buy	20,042 +893	+5%	+$112K	1.33%	28
2021 Q1	$2.32M	Buy	19,149 +146	+0.8%	+$17.1K	1.32%	28
2020 Q4	$2.15M	Buy	+19,003	New	+$2.09M	1.24%	30

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

WC Walker & Associates's MDT Position: Q4 2022 in Review

WC Walker & Associates reduced its Medtronic (MDT) stake by 3% in Q4 2022, selling an estimated $52K and leaving 20,556 shares worth $1.75M. The position accounts for 0.93% of the portfolio, ranked #31.

WC Walker & Associates first reported a position in MDT in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.57M in Q3 2021. 1,961 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

WC Walker & Associates held 20,556 shares of Medtronic worth $1.75M as of Q4 2022.
WC Walker & Associates sold 641 Medtronic shares in Q4 2022, an estimated $52K.
Medtronic made up 0.93% of WC Walker & Associates's portfolio in Q4 2022, its #31 holding.
WC Walker & Associates first reported a position in Medtronic in Q4 2020 and has held it in 9 quarters since.
WC Walker & Associates's Medtronic position peaked at $2.57M in Q3 2021.
1,961 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.