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WealthSource Partners’s Medtronic MDT Stock Holding History

WealthSource 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
Q2 		– Sell
-4,824
Closed -$389K – 514
2023
Q1 		$389K Sell
4,824
-852
-15% -$69.4K 0.03% 358
2022
Q4 		$441K Buy
5,676
+397
+8% +$32.2K 0.03% 322
2022
Q3 		$426K Sell
5,279
-1,702
-24% -$153K 0.03% 328
2022
Q2 		$627K Sell
6,981
-11,454
-62% -$1.16M 0.05% 264
2022
Q1 		$2.04M Buy
18,435
+13,826
+300% +$1.46M 0.14% 125
2021
Q4 		$477K Buy
4,609
+55
+1% +$6.37K 0.04% 316
2021
Q3 		$571K Buy
4,554
+475
+12% +$61.5K 0.05% 268
2021
Q2 		$506K Sell
4,079
-742
-15% -$93.2K 0.04% 269
2021
Q1 		$570K Sell
4,821
-1,417
-23% -$166K 0.06% 226
2020
Q4 		$731K Sell
6,238
-1,861
-23% -$205K 0.09% 155
2020
Q3 		$842K Buy
8,099
+2,312
+40% +$232K 0.11% 122
2020
Q2 		$531K Sell
5,787
-1,196
-17% -$115K 0.08% 179
2020
Q1 		$630K Sell
6,983
-235
-3% -$25K 0.1% 149
2019
Q4 		$819K Buy
7,218
+1,297
+22% +$142K 0.11% 160
2019
Q3 		$643K Buy
5,921
+1,134
+24% +$118K 0.1% 197
2019
Q2 		$466K Buy
4,787
+1,257
+36% +$115K 0.07% 253
2019
Q1 		$322K Buy
3,530
+92
+3% +$8.23K 0.07% 241
2018
Q4 		$313K Buy
+3,438
New +$321K 0.09% 205
2018
Q1 		– Sell
-3,468
Closed -$280K – 314
2017
Q4 		$280K Buy
3,468
+728
+27% +$58.3K 0.09% 213
2017
Q3 		$213K Sell
2,740
-97
-3% -$8.05K 0.07% 264
2017
Q2 		$252K Sell
2,837
-2,405
-46% -$203K 0.09% 225
2017
Q1 		$422K Sell
5,242
-629
-11% -$49.1K 0.16% 144
2016
Q4 		$418K Buy
5,871
+326
+6% +$25.6K 0.18% 121
2016
Q3 		$479K Buy
5,545
+55
+1% +$4.79K 0.17% 122
2016
Q2 		$476K Sell
5,490
-168
-3% -$13.6K 0.18% 120
2016
Q1 		$424K Buy
+5,658
New +$426K 0.17% 122

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthSource Partners's MDT Position: Q2 2023 in Review

WealthSource Partners sold out of Medtronic (MDT) in Q2 2023, closing a stake of 4,824 shares — an estimated $389K sold.

WealthSource Partners first reported a position in MDT in Q1 2016 and held it in 26 quarters. The position peaked at $2.04M in Q1 2022. 2,056 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

  • WealthSource Partners reported no remaining Medtronic position as of Q2 2023 after selling out during the quarter.
  • WealthSource Partners sold 4,824 Medtronic shares in Q2 2023, an estimated $389K.
  • WealthSource Partners first reported a position in Medtronic in Q1 2016 and held it in 26 quarters.
  • WealthSource Partners's Medtronic position peaked at $2.04M in Q1 2022.
  • 2,056 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on WealthSource Partners's 13F filing for Q2 2023, filed 15 Aug 2023.